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12TH STREET ASSET MANAGEMENT

Legal name: 12TH STREET ASSET MANAGEMENT LLC

CRD 153528File 801-76968
APPROVED
Retail clients
Custody
Filing as of Feb 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$621.6M
Above cohort median (national)
Discretionary AUM
$621.6M
Clients
522
522 accounts
Employees
5
Above cohort median in TN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Jul 31, 2012
Principal office
102 WOODMONT BLVD., SUITE 460, NASHVILLE, TN, 37205
Phone
615-915-3701

Assets & accounts

ADV Item 5F
Total regulatory AUM
$621.6M
Discretionary AUM
$621.6M
Non-discretionary AUM
$0
Discretionary accounts
522
Non-discretionary accounts
0
Total accounts
522
AUM per client
$1.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals517$263.0M
Pooled investment vehicles1$62.4M
Pension and profit sharing plansFewer than 5$296.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Mar 1, 2026Employees45increased by1
Mar 1, 2026Clients600522decreased by78
Mar 1, 2026AUM$625,213,430$621,561,338decreased by$3,652,092
Mar 1, 2026Accounts600522decreased by78
May 1, 2025
vs Oct 1, 2022
Clients552600increased by48
May 1, 2025
vs Oct 1, 2022
AUM$546,103,023$625,213,430increased by$79,110,407
May 1, 2025
vs Oct 1, 2022
Accounts552600increased by48
Apr 1, 2022Clients560552decreased by8
Apr 1, 2022AUM$488,510,625$546,103,023increased by$57,592,398
Apr 1, 2022Accounts560552decreased by8
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “12TH STREET” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“12TH STREET” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.