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| Happy Holidays!! thanks for using AUM13F!! |
| 8th Street Investments LLC
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| CRD # | 148727 |
| SEC # | 801-121413 |
| CIK # | |
| AUM | $171.7 M (2025-03-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 703-519-0962 |
| Address | 1800 Diagonal Road Alexandria, VA 22314 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 10.5 |
| (b) Individuals (high net worth individuals) | 29 | 159.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 203 | 171.7 |
| By Discretionary | ||
| Discretionary | 202 | 171.7 |
| Non-Discretionary | 1 | 0.0 |
| Total | 203 | 171.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.7 | |
| Total | 203 | 171.7 |
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|---|---|---|
|
Farrell Financial LLC
✚
|
NY | 0.2 |
|
Pacific Value LLC
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ID | 0.2 |
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TDC Capital Advisors Inc
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TX | 0.2 |
|
Four Quadrant Wealth Advisors Inc
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IN | 0.2 |
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Waterford Capital Investment Advisory Services LLC
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|
Vanguard Capital Wealth Advisors LLC
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|
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|
Sterling Manor Financial LLC
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|
NY | 0.2 |
|
Seed Wealth Management Inc
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|
0.2 | |
|
MJC Advisors LLC
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|
0.2 | |
|
Setchfield Associates LLC
✚
|
FL | 0.2 |