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- Custodian
- Charles Schwab & Company · Interactive Brokers · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- Unison oakSignal meridian +more
- Established Date
- 03-16-2022
- Office Locations
- 1
Office Locations
About Daytona Street Capital
Daytona Street Capital is an investment adviser serving retail and institutional clients, seeking long-term outperformance through a focused portfolio of companies that meet its quality framework. The firm publishes quarterly letters with current investment thinking and specific ideas, and maintains a public blog chronicling its launch and process for added transparency. Public filings indicate ETF-heavy SMA implementation with some fixed income exposure.
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Owner & Executives
THOMAS ARON EIDELMAN
Chief Compliance Officer, President
- CRD
- #3253733
- Ownership
- 50% but less than 75%
Benjamin Muni Weiss
Chief Investment Officer
- CRD
- #6761857
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DAVID ROBERT EIDELMAN
Vice President
- CRD
- #76385
STANLEY FINGER
Partner
- CRD
- #4529631
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,256,439 | $1,768,752 |
| Non-Discretionary | $0 | -- |
| Total | $189,256,439 | $1,768,752 |
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Separately Managed Accounts
Total SMA Asset: $184,494,991
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,425,100,453 | 27.3% |
| U.S. Government/Agency | $1,634,499,939 | 18.4% |
| Cash | $852,782,577 | 9.6% |
| Corporate - Non-Investment Grade | $1,439,070,598 | 16.2% |
| Corporate - Investment Grade | $2,531,698,274 | 28.5% |
| Total | $8,883,151,841 | 100.0% |