|
⚲
|
| Mount Street Portfolio Advisers LLC
✚
|
|
|---|---|
| CRD # | 299192 |
| SEC # | 801-114403 |
| CIK # | |
| AUM | $269.2 MM (2023-03-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-412-7824 |
| Address | 3 Columbus Circle, 15th Floor New York, NY 10019 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 269.2 |
| Total | 7 | 269.2 |
| By Discretionary | ||
| Discretionary | 7 | 269.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 269.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 269.2 | |
| United States Persons | 0.0 | |
| Total | 7 | 269.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DRI Capital US Inc
✚
|
NY | 0.4 |
|
Oak Thistle LLC
✚
|
NY | 0.4 |
|
Agvictus Capital Management LLC
✚
|
GA | 0.4 |
|
Perry Capital Partners LLC
✚
|
FL | 0.3 |
|
Fukoku Life International America Inc
✚
|
NY | 0.3 |
|
Banes Capital Management LLC
✚
|
TN | 0.3 |
|
Oriental Financial Services LLC
✚
|
PR | 0.2 |
|
Rule Advisors LLC
✚
|
WA | 0.2 |
|
Outcome Driven Strategies LLC
✚
|
MD | 0.1 |
|
1128 Capital LLC
✚
|
TX | 0.1 |