Allstreet Capital LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 283564
- Registered since
- July 8, 2016
- Website
- allstreetcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.83%
- Individuals9.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Allstreet Capital LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered and has been registered since 2016. Its client focus is individuals and families, and its advisory work centers on portfolio management for individuals and small businesses. Compensation is through a mix of percentage-of-AUM fees and fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- US Government Bonds35%
- Non-Exchange Traded Equities8%
- State & Local Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$154M in ETFs
96%
$149M
1%
$5.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $18.4M | 260,843 | 11.93% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 707 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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