CRD: 300232
Murray Street Capital Advisors, LLC
$54.7M Total AUM
$54.7M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-11-2019
- Office Locations
- 1
Office Locations
1845 SE 4TH AVE Fort Lauderdale FL
About Murray Street Capital Advisors, LLC
Murray Street Capital Advisors provides personalized financial planning and actively managed, tactical asset-allocation portfolios for individuals and families as well as nonprofits and pension funds. The firm emphasizes downside protection and data-driven models that adapt to market conditions while pursuing long-term growth. Works with Schwab as a custodian partner.
Team overview
-- AVG AGE
$54.7M AVG AUM / ADVISOR
$760.4K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
JORDAN MICHAEL ALHADEFF
Advisor, Chief Compliance Officer, Founder, Managing Member
- CRD
- #4902884
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,748,610 | $270,270 |
| Non-Discretionary | $0 | $333,333 |
| Total | $54,748,610 | $272,727 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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