Overview
Assets Under Management: $546 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 595
Average Client Assets: $484,890
Frequently Asked Questions
12TH STREET ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153528), 12TH STREET ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
12TH STREET ASSET MANAGEMENT LLC is headquartered in NASHVILLE, TN.
12TH STREET ASSET MANAGEMENT LLC serves 595 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, 12TH STREET ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
12TH STREET ASSET MANAGEMENT LLC manages $546 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, 12TH STREET ASSET MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 595
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.15
Average High-Net-Worth Client Assets: $484,890
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 153528
Last Filing Date: 2024-03-05 00:00:00
Website: https://12thstreetasset.com