SourcingSourcing

TYLER STREET CAPITAL

C38
CRD 340011·SEC 801-135269·PLYMOUTH, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TYLER STREET CAPITAL
CRD
340011
SEC file #
801-135269
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
PLYMOUTH MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Pineau, Robert, Brian
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Pineau, Robert, Brian
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3635
Soi Zip Pct 200k Plus
0.1148
Soi Zip Returns 200k Plus
3,790
Soi Zip Total AGI
3,442,512
Fdic Zip Total Deposits
30,239,806,000
Fdic Zip Branch Count
535
Fdic Zip Top Banks
Rockland Trust Company
Citizens Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Citizens Bank of MassachusettsPlymouth, MA
Compass Bank for SavingsPlymouth, MA
Fdic Zip HHI
1073.43
Fdic Zip Top Bank Share Pct
25.38
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI81,701
Returns7,350
Stub 2
AGI199,574
Returns5,310
Stub 3
AGI292,983
Returns4,730
Soi Zip Total Business Income
126,116
Soi Zip Total Cap Gains
153,712
Soi Zip Total Dividends
65,785
Soi Zip Total Returns
33,010
Top Owner CRD
7041192
Trust Company Affiliate
No

People (1)

1
Pineau, Robert, Brian
IAR · Direct Owner · 87.5%
7041192