M
CRD: 174310
M Street Capital, LLC
Dallas, TX
5089045090
$9.0M Total AUM
$9.0M Disc. AUM
-- 3Y CAGR
0 Employees
10 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2015
- Office Locations
- 1
Office Locations
-- Dallas TX
About M Street Capital, LLC
M Street Capital, LLC is a Dallas-based RIA. The firm has been operating for 11 years. Managing $9.0M in total assets under management, Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
11.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Signal Glacier
Investment Themes
Catalyst insight Insight
Investment Vehicles
Frontier
Services
Delta Element Oak Foundation Quantum timber Vital ember
Owner & Executives
M
MICHAEL PARIKH
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #1461297
- Ownership
- 75% or more
(619) 337-1906
foundation.alpha@bridgecapital.com
in linkedin.com/in/summit-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,000,000
Equity - Exchange:
22.1% Cash:
9.9% U.S. Government/Agency:
38.3% Corporate - Investment Grade:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,199,217,235 | 22.1% |
| Cash | $537,205,911 | 9.9% |
| U.S. Government/Agency | $2,078,281,452 | 38.3% |
| Corporate - Investment Grade | $1,611,617,732 | 29.7% |
| Total | $5,426,322,330 | 100.0% |