|
⚲
|
| Keyboard |
| Tyler Street Capital
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|---|---|
| CRD # | 340011 |
| SEC # | 801-135269 |
| CIK # | |
| AUM | 491.5 M (2026-06-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-648-4684 |
| Address | 65 Cordage Park Circle Plymouth, MA 02360 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 9.4 |
| (b) Individuals (high net worth individuals) | 7 | 457.1 |
| (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 | 25.0 |
| (n) Other | 0 | 0.0 |
| Total | 65 | 491.5 |
| By Discretionary | ||
| Discretionary | 59 | 465.9 |
| Non-Discretionary | 6 | 25.7 |
| Total | 65 | 491.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 491.5 | |
| Total | 65 | 491.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Symmetry Capital Advisors LLC
✚
|
TX | 492.7 M |
|
Fusion Capital LLC
✚
|
SC | 492.3 M |
|
Monetary Management Group Inc
✚
|
MO | 492.3 M |
|
HANC Wealth Management LLC
✚
|
MI | 492.1 M |
|
IF Advisors LLC
✚
|
491.4 M | |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 491.2 M |
|
Maryland Capital Advisors Inc
✚
|
MD | 490.8 M |
|
Redstone Advisors Inc
✚
|
KS | 490.6 M |
|
Cypress Financial Planning LLC
✚
|
NJ | 490.4 M |
|
Tim Looney Investments LLC
✚
|
FL | 490.3 M |