3
CRD: 165950
3RD Street Capital Management L.l.c.
$56.0M Total AUM
$56.0M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
13 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2012
- Office Locations
- 1
Office Locations
251 Florida Street Suite 407 Baton Rouge LA
About 3RD Street Capital Management L.l.c.
3rd Street Capital Management is a Baton Rouge-based RIA providing value-based, multi-strategy credit management and portfolio construction in complex fixed income securities, with a focus on reducing risk while generating retirement-oriented income. The firm is registered with the Louisiana Office of Financial Institutions and supports retail clients, with custody including Schwab.
Team overview
-- AVG AGE
$56.0M AVG AUM / ADVISOR
$718.3K AVG AUM / CLIENT
13.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LAURI NOEL CALDWELL
VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
W
WILLIE GERALD WARRINGTON JR
President
- CRD
- #2634363
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,026,695 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,026,695 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Other:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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