12th Street Asset Management

RIASEC RegisteredEst. 2012

Total AUM

$622M

Discretionary

$622M

100% of AUM

Avg account

$1.2M

Accounts

522

Employees

Advisory reps

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 LLC is an SEC-registered investment adviser (registered in 2012) operating as a privately owned hedge-fund–style manager. The firm provides discretionary portfolio management across individual and family clients as well as institutional and pooled vehicles. Its advisory remit includes separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for business or institutional clients. Compensation is a combination of an asset-based fee and performance-based fees, and the firm identifies as an active ESG investor. It also serves as sponsor, general partner and managing member for pooled investment vehicles it operates.