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MIDDLE STREET CAPITAL, LLC
CRD 226513 · SEC 801-136408
67 MAIN STREET, NEWFIELDS, NH, 03856, United States
Phone
603-531-3773
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$132.1M
Discretionary AUM
$130.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $16.1M |
| High net worth individuals | 41 | $114.3M |
| Charitable organizations | 1 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD