Investment adviser · CRD 113314

BANK STREET INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

NEWINGTON, CT, United States · Form ADV filed Mar 18, 2014

Regulatory AUM
$678M
Form ADV · Item 5.F
Client accounts
13
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 18, 2014. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

171 MARKET SQUARE, SUITE 101
NEWINGTON, CT, 06111-2967, United States

CRD 113314

Filing source

Form ADV 772272 · Mar 18, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.