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Streetbeat LLC
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CRD # | 315893 |
SEC # | 801-122213 |
CIK # | |
AUM | $3.4 MM (2024-08-02) |
Employees | 3 (0% Investors, 0% Brokers) |
Phone | 650-204-0399 |
Address | 228 Hamilton Ave Palo Alto, CA 94301 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 168,620 | 3.0 |
(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 | 2 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 168,622 | 3.4 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 168,622 | 3.4 |
Total | 168,622 | 3.4 |
By Non-United States Persons | ||
Non-United States Persons | 1.4 | |
United States Persons | 2.1 | |
Total | 168,622 | 3.4 |
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|
0.0 | |
St Louis Financial Planners Inc
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|
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Alinea Invest Inc
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Sun Global LLC
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Alphanso Inc
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EKO Investments Inc
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Invstr Financial LLC
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TX | 0.0 |
Lloyd Tevis Investments LLC
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CA | 0.0 |