NYE STREET PARTNERS LLC
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
FINTRXOverview
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
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%
- Cash & Cash Equivalents5%
- Other3%
Owners & executives
1 of 1Matthew Moore
Chief Compliance Officer, Managing PartnerCRD 4806270
Contacts
2 of 2Nicholas Schultz
Investment Adviser RepresentativeCRD 7737523
Heather Fox
Financial AdvisorCRD 5731494
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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