Adviser Profile
| As of Date | 03/10/2023 |
| Registration status | Registration Changed to DAYTONA STREET CAPITAL LLC |
| ADV Location | SAINT LOUIS, MO, United States |
| Contact Info | 314 xxxxxxx |
| Websites |
| AUM* | 83,106,986 |
| of that, discretionary | 83,106,986 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 681,205 |
| % High Net Worth | 97.30% |
| SMA’s | No |
| Private Funds | 0 1 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
89M
77M
64M
51M
38M
26M
13M
2021
2022