NYE STREET PARTNERS LLC

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$998K
Accounts
10
Employees
8
Advisory reps
3

Firm details

Headquarters
SARATOGA SPRINGS, New York
CRD number
316056
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI95.52%
  • Individuals4.48%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

NYE Street Partners LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm runs a largely equity-oriented playbook: its stated asset preference is exchange-traded equities and it implements fee arrangements that include both a percentage-of-assets model and fixed fees. NYE Street’s client base is compact and high-touch, which points to customized portfolios and direct manager decision-making rather than a mass-market, model-driven offering. The adviser is not positioned as a capital allocator or pension consultant, and it does not flag active ESG investing as part of its positioning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 5%, Other 3%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents5%
  • Other3%

Owners & executives

1 of 1
  • Matthew Moore

    Chief Compliance Officer, Managing PartnerCRD 4806270

Contacts

2 of 2
  • Nicholas Schultz

    Investment Adviser RepresentativeCRD 7737523

  • Heather Fox

    Financial AdvisorCRD 5731494

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SARATOGA SPRINGS, NY

SARATOGA

Location

SARATOGA SPRINGS, NY

Headquartered in SARATOGA SPRINGS, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
SARATOGA
Address
18 Division St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth