Middle Street Capital, LLC
Firm details
- Headquarters
- Newfields, New Hampshire
- CRD number
- 226513
- Registered since
- June 1, 2026
- Website
- www.middlestreetcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.5%
- Individuals12.17%
- Charitable Organizations1.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Middle Street Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it also engages in other financial product sales. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not present itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities92%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Paul Barry
Senior Wealth Advisor, PrincipalCRD 2199987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newfields, NH
Rockingham
Location
Newfields, NH
Headquartered in Newfields, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 67 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Financial Management Associates, LLC
RIAWindham, NH
Michael D. Taxman Investment Management
RIAHanover, NH
The Wealth Conservatory
RIALebanon, NH
Steele Street Capital LLC
RIAPortsmouth, NH
JMH Wealth Management, LLC
RIAHanover, NH
Granite State Retirement Planning, Inc.
RIABedford, NH