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Building 2MIDDLE STREET CAPITAL, LLC

Map pinNEWFIELDS, NH
Phone603-531-3773
NotebookSEC #801-136408
Total AUM
$132.1M
Employees
1
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
67 MAIN STREET
NEWFIELDS
NH 03856
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
603-531-3773

ReceiptFinancials

Total AUM
$132.1M
Accounts
248
Discretionary
$130.7M
Accounts
242
Non-Discretionary
$1.4M
Accounts
6

ContactClients

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Individual Clients
38
AUM
$16.1M
HNW Individual Clients
41
AUM
$114.3M
Charitable Organization Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMENH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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