10th Street Capital

Overview

10th Street Capital is an independent, owner-operated registered investment adviser structured as a limited liability company that serves individuals and families. The firm blends financial planning with discretionary portfolio management for individuals and small businesses and also acts as an insurance broker. Its investment activity centers on publicly available pooled vehicles — primarily mutual funds — used within separately managed accounts, with a smaller but notable allocation to third‑party real estate strategies. The firm is not positioned as an ESG investor and lists a mix of fee arrangements, including asset‑based fees, hourly charges and fixed fees. 10th Street Capital’s business model is oriented toward compact client relationships: a limited client base and a focus on delivering tailored planning and insurance solutions alongside investment management. The adviser uses annuities and mutual funds as core building blocks and leverages external real estate managers when implementing alternative exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices