$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex eagle
- Established Date
- 03-10-2023
- Office Locations
- 1
Office Locations
-- Philadelphia PA
About 10th Street Capital
10th Street Capital is a virtual RIA serving clients nationwide, focused on deeply researched financial plans that manage variable cash flow, capital accumulation/utilization, and tax-aware decision-making. Best fit for business owners and multigenerational planners who want to retain control of their capital. Custodies primarily at Charles Schwab.
Team overview
-- AVG AGE
$8.1M AVG AUM / ADVISOR
$403.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Timber Zenith foundation
Client Personas
Vector beacon
Custodian
Insight Bridge peak
Investment Themes
Zenith Zenith legacy Beacon
Investment Vehicles
North
Services
Value frontier Matrix Wave Summit Pioneer Summit crest Momentum Optima Matrix Legacy summit
Technology
Frontier
Owner & Executives
JOSEPH P DEFAZIO
Chief Compliance Officer, Founder, Managing Member, Principal
- CRD
- #6202358
- Ownership
- 75% or more
(841) 810-3001
insight.signal@vertexcapital.com
in linkedin.com/in/bridge-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,059,808 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,059,808 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,059,808
Public Funds:
38.9% Cash:
61.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,263,319,886 | 38.9% |
| Cash | $5,125,677,251 | 61.1% |
| Total | $8,388,997,137 | 100.0% |