MIDDLE STREET CAPITAL, LLC
Firm details
- Headquarters
- NEWFIELDS, New Hampshire
- CRD number
- 226513
- Registered since
- June 1, 2026
- Website
- www.middlestreetcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.5%
- Individuals12.17%
- Charitable Organizations1.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Middle Street Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Middle Street also operates as an “other financial product” salesperson. The firm does not identify as an active ESG investor and is not presented as a multi‑state adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities92%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Contacts
1 of 1PAUL BARRY
Senior Wealth Advisor, PrincipalCRD 2199987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWFIELDS, NH
ROCKINGHAM
Location
NEWFIELDS, NH
Headquartered in NEWFIELDS, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ROCKINGHAM
- Address
- 67 Main St
- Time zone
- ET (UTC-5)
- Office locations
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