S
$525.0K Total AUM
$525.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-26-2019
- Office Locations
- 1
Office Locations
-- Johns Creek GA
About Streetwise Capital
Streetwise Capital is a Johns Creek-based RIA. The firm has been operating for 7 years. Managing $525.0K in total assets under management, They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
0 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sarath Babu Nallamudi
Chief Executive Officer
- CRD
- #7093150
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $525,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $525,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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