Boundary Street Partners LP

RIASEC Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$900K
Accounts
20
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
282300
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI72.22%
  • Individuals27.78%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Boundary Street Partners LP is a small, boutique limited partnership focused on discretionary portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets basis and emphasizes equity exposure as its primary allocation preference. Its business classification includes brokerage-related sales activity, but the core advisory work reported is direct portfolio management rather than acting as a capital allocator to third‑party managers. Boundary Street Partners is not identified as an active ESG investor. Investment implementation appears centered on liquid, exchange‑traded instruments held in separately managed accounts, with a complementary use of private placements as the firm's chosen alternative vehicle. The advisor operates with a concentrated client base, which supports a hands‑on approach to portfolio construction and client servicing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 45%, Cash & Cash Equivalents 5%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds45%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Martin Sather

    Founder & Chief Investment OfficerCRD 3154736

Contacts

1 of 1
  • Meghan Childs

    Meghan Childs

    Director of Client Affairs and PhilanthropyCRD 5311263

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth