ALLSTREET CAPITAL LLC

Overview

Allstreet Capital LLC is a single-owner registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm has been SEC-registered since 2016 and runs a fee schedule that combines percentage-of-AUM billing with fixed fees. Its investment posture favors equities—both exchange-traded products and individual stocks—and it does not identify as an active ESG investor. Business activities are centered on discretionary portfolio management rather than pension consulting or broader institutional allocation. Risk and implementation choices emphasize liquid, exchange-traded exposures held in discretionary accounts. The firm is not positioned as a large capital allocator or a multi-state advisory network; its client base is concentrated in individual and family relationships rather than institutional or retirement-plan business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices