RIA Intel›Advisers›Massachusetts›M STREET CAPITAL, LLC

M STREET CAPITAL, LLC

Advisory

Data as of Sep 28, 2023 · Source: SEC Form ADV

Rank in MA

#1,453

of 1,590 advisers by AUM

Average account

$900K

across 10 accounts

Source: SEC Form ADV. Figures as filed Sep 28, 2023.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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