MILLSTREET CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 161566
- Registered since
- September 19, 2012
- Website
- www.millstreet.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles89.27%
- Other10.73%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Millstreet Capital Management LLC is a privately owned hedge fund and registered investment adviser that has been SEC-registered since 2012. The firm serves institutional clients and operates as a commodity pool operator/commodity trading advisor while also sponsoring and managing pooled investment vehicles. Its advisory work centers on portfolio management for pooled vehicles and for businesses or institutional investors. Millstreet charges a mix of asset-based fees and performance fees consistent with hedge-fund economics. The firm does not market itself as an ESG investor, is not a multi-state adviser, and is not classified as 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
- Other41%
- Non-Investment Grade Corp Bonds38%
- Non-Exchange Traded Equities10%
- Cash & Cash Equivalents6%
- Exchange Traded Equities5%
Owners & executives
3 of 3JANET KASTRUD
Chief Compliance OfficerCRD 6999743
DAVID DANFORTH
Chief Operating Officer & PartnerCRD 7001325
Christina Rosello
Chief Financial OfficerCRD 7244975
Contacts
3 of 3JEFFREY GROWNEY
PartnerCRD 1525319
CRAIG KELLEHER
Managing Partner and Co-FounderCRD 2893729
BRIAN CONNOLLY
Co-Founder and Managing PartnerCRD 2310219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, 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
- SUFFOLK
- Address
- 545 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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