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 registered investment adviser that began SEC registration in 2016 and is organized as a limited liability company under individual ownership. The firm serves individuals and families, providing portfolio management for individual clients and small businesses. Its fees are charged as a percentage of assets under management and through fixed-fee arrangements. Allstreet reports that it is not an active ESG investor, is not structured as a multi-state adviser, and does not act as a pension consultant or related adviser.
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%
Contacts
2 of 2
Max Lile
PartnerCRD 2648652
Sean Richardson
Partner, Senior AdvisorCRD 2760672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$157M in ETFs
96%
$151M
1%
$5.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $18.5M | 259,789 | 11.82% |
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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