M Street Capital, LLC

RIASEC Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$900K
Accounts
10
Advisory reps
1

Firm details

Headquarters
,
CRD number
174310
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

M Street Capital, LLC is an independent registered investment advisor focused on providing financial planning and portfolio management services primarily to individuals and families. The firm operates as a limited liability company and is characterized by a straightforward fee structure based on a percentage of assets under management. M Street Capital does not engage in capital allocation or pension consulting, and it does not actively pursue ESG investments. The firm is not a multi-state adviser and has not recently been formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, Cash & Cash Equivalents 20%, US Government Bonds 15%, Investment Grade Corp Bonds 5%60%
  • Exchange Traded Equities60%
  • Cash & Cash Equivalents20%
  • US Government Bonds15%
  • Investment Grade Corp Bonds5%

Contacts

1 of 1
  • Michael Parikh

    Investment Advisor RepresentativeCRD 1461297

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth