SourcingSourcing

STREET CAPITAL PARTNERS, LLC

C46
CRD 309233·SEC 801-118875·INDIANAPOLIS, IN
AUM
$238.9M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$717K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STREET CAPITAL PARTNERS, LLC
CRD
309233
SEC file #
801-118875
EIN
823171420
DBA names
Trust Investment Advisors

Economics

AUM
$238.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$122.8M → $238.9M▲ +95%
Client mix
Individuals Other119
Individuals High Net Worth44
Charitable Organizations11

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
5 advisors → 3 advisors▼ -40%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
burtonstreet - linkedin

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STREET, BURTON, PETER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STREET, BURTON, PETER
MITCHELL, SUSAN, ELAINE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:unparseable

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001746716
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2018-08-21
Edgar Last Filing Date
2019-11-26
Edgar Form D Count
2
Edgar Form D Offerings
2019-11-262019-11-26 · 0001746716-19-000001
2018-08-212018-08-21 · 0001746709-18-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Wells Fargo2
Edgar Addresses
Mailing
C/O VESEY STREET CAPITAL PARTNERS, LLC428 GREENWICH STREETNEW YORK, NY 10013
Business
C/O VESEY STREET CAPITAL PARTNERS, LLC428 GREENWICH STREETNEW YORK, NY 10013
Edgar EIN
823171420
Edgar Recent Filings
D/A2019-11-26 · 0001746716-19-000001
D2018-08-21 · 0001746709-18-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7252554
Trust Company Affiliate
No

People (6)

6
STREET, BURTON, PETER
Direct Owner · 87.5%
7252554
MITCHELL, SUSAN, ELAINE
Executive Officer · 2.5%
1453956
JAMES RONALD DELAY
IAR
6112727
MICHAEL WIGGIN MORRISON
IAR
6134787
LUKAC, LOUIS, PAUL
IAR
1898653
STREET, BURTON, PETER
IAR
2332253