Boundary Street Partners LP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Martin Sather
Founder & Chief Investment OfficerCRD 3154736
Contacts
1 of 1
Meghan Childs
Director of Client Affairs and PhilanthropyCRD 5311263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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