Investment adviser · CRD 300232
MURRAY STREET CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
FORT LAUDERDALE, FL, United States · Form ADV filed Aug 16, 2019
- Regulatory AUM
- $21M Form ADV · Item 5.F
- Client accounts
- 77 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 40 | $14,000,000 | 66.7% |
| High-net-worth individuals | Fewer than 5 | $7,000,000 | 33.3% |
Filing source
Form ADV 1340332 · Aug 16, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 16, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1845 SE 4TH AVEFORT LAUDERDALE, FL, 33316, United States
CRD 300232
Filing source
Form ADV 1340332 · Aug 16, 2019 · 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.