Park Street Capital Advisers, L.L.C.

RIASEC RegisteredEst. 2001
Total AUM
$506M
Discretionary
$506M
100% of AUM
Avg account
$72.3M
Accounts
7
Employees
6
Advisory reps
5

Firm details

Headquarters
,
CRD number
115443
Registered since
September 21, 2001
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Park Street Capital Advisers, L.L.C. is a privately held, SEC-registered advisory firm that focuses on managing pooled investment vehicles for institutional clients. Founded and registered with the SEC in 2001, the firm operates as a limited liability company and positions itself as a fund provider rather than a traditional capital allocator. Its client base is institutional, and its compensation includes both asset-based fees and performance-linked fees. The firm acts as portfolio manager for pooled vehicles and also performs selection-of-adviser duties, and it serves in sponsor and general partner capacities for pooled investment structures. Park Street identifies as an active ESG investor, indicating ESG considerations are incorporated into its investment process.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Heather Foley

    Heather Foley

    Chief Financial OfficerCRD 5030391

Contacts

3 of 4
  • John Fantozzi

    John Fantozzi

    Managing DirectorCRD 5102062

  • Kristine Dailey

    Kristine Dailey

    Limited PartnerCRD 2383675

  • Kenneth Smith

    Kenneth Smith

    Managing DirectorCRD 2605619

Unlock 1 more contacts

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth