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TRUST INVESTMENT ADVISORS

Legal name: STREET CAPITAL PARTNERS, LLC

CRD 309233File 801-118875
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$238.9M
Below cohort median (national)
Discretionary AUM
$238.9M
Clients
174
379 accounts
Employees
4
Below cohort median in IN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
May 6, 2020
Principal office
301 PENNSYLVANIA PARKWAY, SUITE 301, INDIANAPOLIS, IN, 46280
Phone
317-253-2000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$238.9M
Discretionary AUM
$238.9M
Non-discretionary AUM
$0
Discretionary accounts
379
Non-discretionary accounts
0
Total accounts
379
AUM per client
$1.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations11$14.3M
High net worth individuals44$175.4M
Individuals (other than high net worth individuals)119$49.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)SPECIAL PROJECT FEES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

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

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.