77th Street Investors

Overview

77th Street Investors operates as a sole proprietorship that manages concentrated portfolios for individual and family clients with a clear preference for public equities. The firm runs discretionary portfolio management strategies and charges fees as a percentage of assets under management. Filings show a tilt toward exchange-traded equities as the primary building block of client portfolios, suggesting a hands-on equity selection approach or separately managed account (SMA) structures rather than model-only or advisory wraps. The adviser’s client base is small and relationship-driven: it focuses on individuals and families and structures work around a handful of high-value accounts. Investment activity centers on equity exposure for growth, supplemented by pooled mutual funds where useful to gain diversified market exposures or tactical allocation. The firm does not report itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices