RIA Intel›Advisers›Illinois›THIRD STREET ADVISORS, LLC

THIRD STREET ADVISORS, LLC

Advisory

N·GENEVA, IL

Data as of Mar 20, 2024 · Source: SEC Form ADV

Total AUM

$96M

1-Year AUM Growth

+5.8%

3-Year CAGR

-3.4%

Employees

4

Assets Under Management

Total AUM$96M

Discretionary AUM$62M

Non-Discretionary AUM$34M

Discretionary %64.5%

Total Clients—

Team

Total Employees4

Investment Advisers7

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record43

First FilingMay 25, 2001

Latest FilingMar 20, 2024

🔒 Full AUM trend chart and 43 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on THIRD STREET ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.