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 privately held limited liability company operating as an independent registered investment adviser in California. The firm focuses on serving individual and family clients through fee-based portfolio management (charged as a percentage of assets under management) and by selecting third-party managers when appropriate. Frew Street positions itself as a capital allocator, directing client capital into both pooled products and external managers rather than acting primarily as an in-house active manager. The firm identifies as an active ESG investor and is not organized as a multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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