Frew Street Capital

RIASEC Registered
Total AUM
$25.7M
Discretionary
$25.7M
100% of AUM
Avg account
$694K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312600
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI84.85%
  • Corporations / Businesses5.72%
  • Individuals5.63%
  • Charitable Organizations3.81%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Frew Street Capital is a small, privately held limited liability company that provides portfolio management for individuals and small businesses and allocates capital to third‑party managers. The firm operates on a percentage‑of‑AUM fee model and is owned by an individual. It is registered with the SEC at some point (registration year not provided) and is classified as Unclassified in the source data. Frew Street Capital is identified as a capital allocator and is flagged as an active ESG investor, which indicates ESG considerations factor into manager selection and portfolio construction. The firm’s advisory scope includes direct portfolio management for wealthy individuals and families and the selection of external advisers and managers when they use third‑party strategies. Client focus is primarily individual and family households rather than institutional or pension clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Cash & Cash Equivalents 16%, Exchange Traded Equities 14%, Private Funds 10%60%
  • Public Funds/Mutual Funds60%
  • Cash & Cash Equivalents16%
  • Exchange Traded Equities14%
  • Private Funds10%

Contacts

1 of 1
  • Nicholas Rich

    Nicholas Rich

    FounderCRD 4237918

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth