TRUST INVESTMENT ADVISORS
STREET CAPITAL PARTNERS, LLC Legal Name
Adviser information for TRUST INVESTMENT ADVISORS last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Indiana, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 404 | $181.9M |
| Non-Discretionary | 0 | $0 |
| Total | 404 | $181.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 136 | $38.8M |
| HNW Individuals | 40 | $132.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 11 | $11.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSPECIAL PROJECTS SUCH AS TRAINING |
|---|---|
| Compensation | % of AUMSPECIAL PROJECT FEES |
| Other Business Activities | Insurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 27.4M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SANCTUARY ADVISORS & COOKE FINANCIAL GROUP | DAVID A. NOYES & COMPANY |
| WELLS FARGO | WELLS FARGO |
| STIFEL INDIANAPOLIS | STIFEL |
Identifiers
| SEC RIA File Number | 801-118875 |
|---|---|
| SEC ERA File Number | 801-118875 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309233 |
| Legal Entity Identifier | None |
Principal Office
8440 WOODFIELD CROSSING BLVDSUITE 100
INDIANAPOLIS
IN
United States
Monday - Friday, 9:00 - 5:00
Tel: 317-253-2000, Fax: 317-254-5845
Chief Compliance Officer
BURTON P. STREET
OWNER
8440 WOODFIELD CROSSING BLVD
SUITE 100
INDIANAPOLIS
IN
United States
Tel:
317-253-2000
Fax:
317-254-5845
S****@******T
(Full email address available in API data)
Regulatory Contact
SUSAN MITCHELL
COMPLIANCE CONSULTANT
11464 ENCLAVE BOULEVARD
FISHERS
IN
United States
Tel:
317-409-0453
S****@******T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Street, Burton, P | Individual | – | OWNER AND CCO | 05/2020 | > 75% |
| STREET CAPITAL PARTNERS LLC | Domestic Entity | – | LEGAL NAME OF LLC | 05/2020 | < 5% |