12TH STREET ASSET MANAGEMENT

RIASEC RegisteredEst. 2012

Total AUM

$622M

Discretionary

$622M

100% of AUM

Avg account

$1.2M

Accounts

522

Employees

5

Advisory reps

4

Firm details

Headquarters: NASHVILLE, Tennessee
CRD number: 153528
Registered since: July 31, 2012
Website: www.12thstreetasset.com
Custodians: U.S. BANCORP INVESTMENTS, INC., UBS FINANCIAL SERVICES INC., RAYMOND JAMES & ASSOCIATES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans47.65%
HNWI42.32%
Pooled Investment Vehicles10.03%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

12th Street Asset Management is a privately owned LLC that registered with the SEC in 2012 and operates as a hedge fund-style advisor. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles, and business or institutional mandates. Its fee model combines a percentage-of-assets component with performance-based fees, and it identifies as an active ESG investor. The firm is also engaged as a sponsor, general partner, and managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities92%
Cash & Cash Equivalents8%

Contacts

3 of 4

AMANDA DREHER
Client Service AssociateCRD 7517313
MATTHEW BUGARIN
Research AnalystCRD 5181755
DAVID SHIPMAN
PartnerCRD 2430346

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$75.7M in ETFs

Passive

100%

$75.7M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)	State Street	Passive	Ultrashort Bond	$37.6M	409,762	49.58%

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Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area: Nashville-Davidson--Murfreesboro, TN
Region: South
County: DAVIDSON
Address: 102 Woodmont Blvd
Time zone: CT (UTC-6)
Office locations

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