STREAMSONG ADVISORS, LLC

Overview

Streamsong Advisors, LLC is an independent RIA organized as an LLC that positions itself as a capital allocator for both individual/family and institutional clients. The firm lists a range of advisory services — financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers — and charges fees on a percentage-of-AUM basis alongside hourly and fixed-fee engagements. The firm is not an active ESG investor, does not operate as a multistate adviser according to the snapshot data, and reports SEC registration in 2026. Streamsong identifies as working with a mixed client base (individuals/families and institutions) and explicitly acts as a capital allocator and selector of outside managers, which suggests a model that blends discretionary portfolio management with manager selection and fund allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives