Park Street Capital Advisers, L.L.C.

RIASEC RegisteredEst. 2001
Total AUM
$557M
Discretionary
$557M
100% of AUM
Avg account
$79.5M
Accounts
7
Employees
6
Advisory reps
5

Firm details

Headquarters
,
CRD number
115443
Registered since
September 21, 2001
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Park Street Capital Advisers, L.L.C. is an SEC-registered investment adviser organized as an LLC in 2001 that serves institutional clients. The firm presents itself primarily as an alternative fund provider and acts in advisory capacities for pooled investment vehicles, including serving as sponsor, general partner, or managing member of those vehicles. Its advisory mandate includes selecting external managers for allocations and charging both asset-based fees and performance-linked fees. The firm also identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Heather Foley

    Heather Foley

    Chief Financial OfficerCRD 5030391

Contacts

3 of 4
  • John Fantozzi

    John Fantozzi

    Managing DirectorCRD 5102062

  • Kristine Dailey

    Kristine Dailey

    Limited PartnerCRD 2383675

  • Kenneth Smith

    Kenneth Smith

    Managing DirectorCRD 2605619

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth