COMMERCE STREET INVESTMENT MANAGEMENT

Overview

Commerce Street Investment Management is an SEC‑registered advisory firm organized as an LLC and operating as both an advisor to pooled vehicles and a manager for individual and institutional portfolios. The firm combines traditional public-fund allocations with active private-fund management: it sponsors and serves as GP/managing member of pooled investment vehicles while also providing portfolio management for individuals, small businesses and institutions. Its advisory services include pension consulting and oversight of pooled vehicles, and its fee arrangements span percentage-of-AUM, fixed fees and performance-based structures—consistent with a mix of advisory mandates and fund management activity. Allocation preferences skew toward publicly traded pooled products for separately managed accounts, but the firm runs private equity funds and maintains exposure to a spectrum of alternative asset classes. Commerce Street is not classified as an active ESG investor in its filings and reports a concentrated client base rather than a broad retail footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices