MOUNT STREET PORTFOLIO ADVISERS LLC

Overview

Mount Street Portfolio Advisers LLC is a small SEC-registered registered investment adviser organized as a limited liability company and registered in 2018. The firm charges fees as a percentage of assets under management and operates as a discretionary manager for a very small client base. The stated classification is unclassified and the firm does not position itself as a capital allocator; it also reports that it is not an active ESG investor and is not registered as a multi-state adviser. Investment activity appears concentrated and bespoke. The firm reports all investable assets under a single “other” asset type, and its filings show allocations into structured credit-style strategies (see Alternatives). Given the tiny number of clients and the high average account size, the manager likely builds customized portfolios rather than offering broad retail models, and it maintains custodial relationships with major custodians that suggest access to institutional-level infrastructure.

Assets & Accounts

Investments & Alternatives

Location & Offices