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TYLER STREET CAPITAL
CRD 340011File 801-135269
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$491.5M
Above cohort median (national)
Discretionary AUM
$465.9M
Non-discretionary $25.7M
Clients
13
65 accounts
Employees
1
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 4, 2026
- Principal office
- 65 CORDAGE PARK CIRCLE, SUITE 130, PLYMOUTH, MA, 02360
- Phone
- 508-648-4684
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $491.5M
- Discretionary AUM
- $465.9M
- Non-discretionary AUM
- $25.7M
- Discretionary accounts
- 59
- Non-discretionary accounts
- 6
- Total accounts
- 65
- AUM per client
- $37.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $25.0M |
| High net worth individuals | 7 | $457.1M |
| Individuals (other than high net worth individuals) | 6 | $9.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
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
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.