B
CRD: 282300
Boundary Street Partners LP
Chapel Hill, NC
9124140995
$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
-- Chapel Hill NC
About Boundary Street Partners LP
Boundary Street Partners LP is a Chapel Hill-based RIA. The firm has been operating for 10 years. Managing $18.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
44 AVG AGE
$18.0M AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Optima Vital element Radial catalyst
Client Personas
Oak
Investment Vehicles
Bridge horizon Momentum
Services
Legacy value Zenith Atlas
Owner & Executives
MARTIN R SATHER
Chief Compliance Officer, Limited Partner, Partner
- CRD
- #3154736
- Ownership
- 75% or more
(693) 277-9267
capital.north@matrixcapital.com
in linkedin.com/in/bridge-north
Showing 1 of 1 owners & executives
Unlock allContacts
MEGHAN ELLIS CHILDS
--
- CRD
- #5311263
(215) 754-4344
prime.fusion@unisoncapital.com
in linkedin.com/in/north-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,000,000
Equity - Exchange:
34.8% Public Funds:
34.2% Cash:
31.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $993,669,443 | 34.8% |
| Public Funds | $976,537,211 | 34.2% |
| Cash | $885,165,308 | 31.0% |
| Total | $2,855,371,962 | 100.0% |