8TH STREET INVESTMENTS, LLC
Adviser information for 8TH STREET INVESTMENTS, LLC last updated from Form ADV on March 5th, 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 | Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 201 | $162.3M |
| Non-Discretionary | 1 | $12,693 |
| Total | 202 | $162.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $14.3M |
| HNW Individuals | 25 | $145.8M |
| 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 | <5 | $2.0M |
| 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 | <5 | $249,275 |
| 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 businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121413 |
|---|---|
| SEC ERA File Number | 801-121413 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 148727 |
| Legal Entity Identifier | None |
Principal Office
1800 DIAGONAL ROADSUITE 600
ALEXANDRIA
VA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (703) 519-0962, Fax: (703) 519-0974
Websites
Chief Compliance Officer
LISA C. PENDLEY
MANAGING MEMBER / CCO
1800 DIAGONAL ROAD
SUITE 600
ALEXANDRIA
VA
United States
Tel:
(703) 519-0962
Fax:
(703) 519-0974
L*******@***************M
(Full email address available in API data)
Regulatory Contact
MICHAEL SHEA
MANAGING MEMBER
1800 DIAGONAL ROAD
SUITE 600
ALEXANDRIA
VA
United States
Tel:
(703) 519-0962
Fax:
(703) 519-0974
M****@***************M
(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 |
|---|---|---|---|---|---|
| PENDLEY, LISA, CARROLL | Individual | – | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | 10/2008 | 50-75% |
| SHEA, MICHAEL, EDWARD | Individual | – | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | 10/2008 | 50-75% |