|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Street Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 309233 |
| SEC # | 801-118875 |
| CIK # | |
| AUM | $208.5 M (2025-03-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 317-253-2000 |
| Address | 8440 Woodfield Crossing Blvd Indianapolis, IN 46240 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 131 | 43.3 |
| (b) Individuals (high net worth individuals) | 47 | 153.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 11.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 389 | 208.5 |
| By Discretionary | ||
| Discretionary | 389 | 208.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 389 | 208.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.5 | |
| Total | 389 | 208.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Waypoint Wealth Management LLC
✚
|
MD | 0.2 |
|
Wealth Management Corporation of America Inc
✚
|
FL | 0.2 |
|
Williamson Legacy Group LLC
✚
|
0.2 | |
|
Delta Financial Advisors Inc
✚
|
MD | 0.2 |
|
Accordant Advisory Group Inc
✚
|
MD | 0.2 |
|
Hemisphere Partners LLC
✚
|
NY | 0.2 |
|
Jennings & Associates Financial Advisors LLC
✚
|
KY | 0.2 |
|
Lanier Financial Group LLC
✚
|
GA | 0.2 |
|
Toro West Capital Advisors LLC
✚
|
CO | 0.2 |
|
Cardinal Wealth Advisory LLC
✚
|
TN | 0.2 |