Frew Street Capital

RIAState Registered
Total AUM
$25.7M
Discretionary
$25.7M
100% of AUM
Avg account
$694K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312600
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI84.85%
  • Corporations / Businesses5.72%
  • Individuals5.63%
  • Charitable Organizations3.81%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Frew Street Capital is a privately held limited liability company operating as an independent registered investment adviser in California. The firm focuses on serving individual and family clients through fee-based portfolio management (charged as a percentage of assets under management) and by selecting third-party managers when appropriate. Frew Street positions itself as a capital allocator, directing client capital into both pooled products and external managers rather than acting primarily as an in-house active manager. The firm identifies as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Cash & Cash Equivalents 16%, Exchange Traded Equities 14%, Private Funds 10%60%
  • Public Funds/Mutual Funds60%
  • Cash & Cash Equivalents16%
  • Exchange Traded Equities14%
  • Private Funds10%

Owners & executives

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Contacts

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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

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth