$25.7M Total AUM
$25.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon pioneer
- Established Date
- 03-23-2021
- Office Locations
- 1
Office Locations
-- Tarzana CA
About Frew Street Capital
Frew Street Capital is a Tarzana, CA RIA providing fiduciary, personalized investment advice and portfolio management for novice investors building or expanding their portfolios. Founder Nick Rich brings professional investing, business strategy, and corporate finance experience, with disciplined asset allocation and portfolio construction using ETFs and public funds. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$25.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Oak fusion Fusion Vital Value quantum Focus Optima Eagle
Client Personas
Unison oak
Custodian
Signal pioneer
Investment Themes
Alpha Ember glacier Ember Pioneer Atlas Oak
Investment Vehicles
Delta
Services
Pathway Zenith bridge Summit Element peak Matrix Matrix prime Horizon
Technology
Atlas
Owner & Executives
N
NICHOLAS JAMES RICH
Chief Compliance Officer, Founder, Managing Member, Managing Partner
- CRD
- #4237918
- Ownership
- 75% or more
(377) 217-7911
foundation.ember@vertexcapital.com
in linkedin.com/in/delta-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,687,560 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,687,560 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,687,560
Public Funds:
33.9% Cash:
35.6% Equity - Exchange:
20.2% Private Funds:
10.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,249,695,229 | 33.9% |
| Cash | $2,362,511,804 | 35.6% |
| Equity - Exchange | $1,340,526,360 | 20.2% |
| Private Funds | $683,535,718 | 10.3% |
| Total | $6,636,269,111 | 100.0% |