STREETBEAT LLC

RIASEC RegisteredEst. 2021
Total AUM
$4.9M
Discretionary
$0
0% of AUM
Avg account
$5.7K
Accounts
853
Employees
2
Advisory reps
2

Firm details

Headquarters
WILMINGTON, Delaware
CRD number
315893
Registered since
August 30, 2021
Custodians
ALPACA SECURITIES LLC, ROBINHOOD SECURITIES, LLC
Fee structure
Other
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Streetbeat LLC is a small advisory firm formed as a limited liability company and registered with the SEC in 2021. The firm targets individual and family clients, providing portfolio management for individuals and small businesses while also producing periodicals or newsletters as part of its client-facing activities. Investment activity is concentrated in exchange-traded equities; the firm reports a clear preference for liquid, publicly traded instruments and markets accessible through retail-focused custodians. Streetbeat is structured as a domestic, individually owned entity, uses an "Other" fee arrangement, and does not characterize itself as an active ESG investor or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 24%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds24%

Owners & executives

2 of 2
  • Damian Scavo

    Founder and CEOCRD 7173318

  • Damian Scavo

    Founder & Chief Exceutive OfficerCRD 7481804

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WILMINGTON, DE

NEW CASTLE

Location

WILMINGTON, DE

Headquartered in WILMINGTON, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
NEW CASTLE
Address
1000 N West St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth