Allstreet Capital LLC is a large advisory firm based in Los Angeles. It manages $124.58 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Hawaii, Kentucky, and 3 other states.
Allstreet Capital provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Allstreet Capital LLC is $124.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Allstreet Capital LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Allstreet Capital is high net worth individuals with 98 clients and $115.5 million of assets under management. Among the 9 most similar advisory firms, Allstreet Capital has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $124.58 million for 114 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Allstreet Capital doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Allstreet Capital LLC performs its advisory services is located at 707 Wilshire Blvd, Suite 3850, Los Angeles, CA 90017, which is also the mailing address of the firm. An additional office of the firm is in Louisville, KY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-443-6791. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at allstreetcapital.com.