N
CRD: 316056
NYE Street Partners LLC
Saratoga Springs, NY, 12866
5182466970
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
8 Employees
13 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2021
- Office Locations
- 1
Office Locations
18 Division ST Unit 301 Saratoga Springs NY
About NYE Street Partners LLC
NYE Street Partners LLC is a Saratoga Springs-based RIA. The firm has been operating for 4 years. Managing $10.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$3.3M AVG AUM / ADVISOR
$767.4K AVG AUM / CLIENT
4.2 yrs AVG TENURE
8 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Catalyst
Client Personas
Foundation pathway
Investment Themes
Legacy Peak
Investment Vehicles
Matrix
Services
Matrix Unison Prime Foundation Vector Focus fusion Ridge Optima
Owner & Executives
M
Matthew Oakley Moore
Chief Compliance Officer, Managing Partner
- CRD
- #4806270
- Ownership
- 50% but less than 75%
(721) 916-5615
foundation.fusion@capitalcapital.com
in linkedin.com/in/wave-timber
Heather Fox
Financial Advisor, Managing Partner
- CRD
- #5731494
- Ownership
- 25% but less than 50%
(467) 672-1730
value.atlas@radialcapital.com
in linkedin.com/in/pioneer-vertex
Showing 2 of 2 owners & executives
Unlock allContacts
N
Nicholas James Schultz
--
- CRD
- #7737523
(923) 554-4369
focus.timber@valuecapital.com
in linkedin.com/in/quantum-frontier
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,976,192 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,976,192 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,976,192
Equity - Exchange:
17.2% Cash:
21.4% Other:
61.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,284,247,830 | 17.2% |
| Cash | $1,597,843,230 | 21.4% |
| Other | $4,584,466,090 | 61.4% |
| Total | $7,466,557,150 | 100.0% |