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Allstreet Capital LLC
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CRD # | 283564 |
SEC # | 801-108018 |
CIK # | |
AUM | $190.0 MM (2024-05-15) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 213-443-6791 |
Address | 707 Wilshire Blvd Los Angeles, CA 90017 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 30 | 9.0 |
(b) Individuals (high net worth individuals) | 140 | 181.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 425 | 190.0 |
By Discretionary | ||
Discretionary | 425 | 190.0 |
Non-Discretionary | 0 | 0.0 |
Total | 425 | 190.0 |
By Non-United States Persons | ||
Non-United States Persons | 4.1 | |
United States Persons | 185.9 | |
Total | 425 | 190.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Osprey Capital Management Corp
✚
|
FL | 0.2 |
Kristen E Coombs LLC
✚
|
PA | 0.2 |
VIA IV Investments LLC
✚
|
IL | 0.2 |
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |
Archer Portfolio Management Inc
✚
|
0.2 | |
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
Wealthcollab LLC
✚
|
WA | 0.2 |
PPS & V Asset Management Consultants Inc
✚
|
MI | 0.2 |
Campion Asset Management LLC
✚
|
VA | 0.2 |