Frew Street Capital
Firm details
- Headquarters
- ,
- CRD number
- 312600
- Website
- www.frewstreetcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents16%
- Exchange Traded Equities14%
- Private Funds10%
Contacts
1 of 1
Nicholas Rich
FounderCRD 4237918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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