STREETWISE CAPITAL

Overview

Streetwise Capital is a small, individually owned limited liability advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm also operates a content and education arm, publishing periodicals or newsletters and running seminars and workshops to support client engagement and investor education. Fee arrangements are flexible — the firm can charge a percentage of AUM, hourly fees, subscription fees and performance-based fees — which allows it to serve both ongoing advisory relationships and project or outcome-driven arrangements. Investment activity centers on liquid equity exposure supplemented by mutual funds and targeted allocations to alternatives. Filings show a clear preference for exchange-traded equities as the primary building block of portfolios, while third-party alternative managers are used to gain exposure to real estate, commodities and oil & gas. Streetwise Capital is not registered as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices