Street Asset Management, LLC (Corona Del Mar)

Name: Street Asset Management, LLC
Address: 1111 Bayside Drive Suite 200, Corona Del Mar, CA, 92625
Telephone: 949.718.9500

Street Asset Management, LLC is a large advisory firm based in Corona Del Mar. It manages $26.69 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Street Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Street Asset Management: assets under management

The assets under management (AUM) of Street Asset Management, LLC is $26.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.69 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Street Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Street Asset Management, LLC

Raymond Forbes Pentz has been acting as President since 1 May 2000. Kurt Alexander Stabel has served as the Chief Investment Officer since 1 May 2000. Victoria Cox Street joined the executive team most recently as the Cfo, Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Raymond Forbes Pentz	President	1 May 2000	25% - 50%	1638713
Donald R Sheetz	President	1 May 2000	25% - 50%	4412516
Kurt Alexander Stabel	Chief investment officer	1 May 2000	25% - 50%	2648656
Chriss William Street	Chairman	1 May 2000	25% - 50%	849438
Donald R Sheetz	President & ceo	1 Sep 2001	25% - 50%	4412516
Raymond Forbes Pentz	Member	1 Sep 2001	25% - 50%	1638713
Chriss William Street	Chairman & chief investment officer	1 Sep 2001	25% - 50%	849438
Courtney Ellen Watson	Cfo, cco & secretary	1 Sep 2001	Other	2433832
Kurt Alexander Stabel	Member	1 Feb 2002	25% - 50%	2648656
Victoria Cox Street	Cfo, secretary	1 Feb 2004	Other	4760692

Based in Corona Del Mar

The principal office where Street Asset Management, LLC performs its advisory services is located at 1111 Bayside Drive Suite 200, Corona Del Mar, CA 92625, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949.718.9500 or by fax 949.719.9797. The normal business hours are 7:00 am to 4:00 pm pst on Monday - Friday. You can find more information about the New York firm at streetassetmanagement.com.