WAR Streets Capital, LLC

RIASEC Registered
Total AUM
$12.7M
Discretionary
$12.7M
100% of AUM
Avg account
$176K
Accounts
72
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
305127
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI73.22%
  • Individuals26.78%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

WAR Streets Capital, LLC is a small, owner-operated investment adviser structured as a limited liability company that focuses on portfolio management for individual and small business clients. The firm manages assets on a percentage-of-AUM fee basis and operates with full discretionary authority over the assets it reports. Investment activity is equity-centric: the firm shows a clear preference for exchange-traded equities as the primary vehicle for client exposure, while also deploying real estate as an alternative allocation. WAR Streets Capital is not positioned as an ESG investor, does not operate across multiple states, and does not report pension consulting or capital allocation services. The firm also lists a real estate broker affiliation, which likely informs how it sources or structures real-estate-related investments.

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 59%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 8%, US Government Bonds 4%, Investment Grade Corp Bonds 3%, Derivatives 3%, Non-Investment Grade Corp Bonds 2%, State & Local Bonds 1%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents8%
  • US Government Bonds4%
  • Investment Grade Corp Bonds3%

Contacts

1 of 1
  • Steven Singer

    Steven Singer

    Managing MemberCRD 7160159

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth