Mount Street Portfolio Advisers LLC

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Assets, Funds, Holdings

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Mount Street Portfolio Advisers LLC
CRD #299192
SEC #801-114403
CIK #
AUM $189.7 M (2025-03-20)
Employees 1 (100% Investors, 0% Brokers)
Phone917-412-7824
Address3 Columbus Circle, 15th Floor
New York, NY 10019
Source [IAPD] [Website]
Total AUM ($M)
1500120090060030002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 6 189.7
Total 6 189.7
By Discretionary
Discretionary 6 189.7
Non-Discretionary 0 0.0
Total 6 189.7
By Non-United States Persons
Non-United States Persons 189.7
United States Persons 0.0
Total 6 189.7
Comparable Firms State AUM ($B)
Fukoku Life International America Inc
NY 0.3
Memphis Capital Management LLC
TN 0.3
10X Capital Partners LLC
NY 0.3
Outcome Driven Strategies LLC
MD 0.2
Jackson Avenue LLC
0.2
Polen Capital CLO Management LLC
MA 0.2
Rule Advisors LLC
WA 0.1
IH2 Advisors & Company
DE 0.1
ROC Partners US LLC
0.1
Swan Wealth Advisors LLC
CO 0.1
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