# Allstreet Capital LLC

> Allstreet Capital LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 283564
- Filed as: ALLSTREET CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283564
- AdvisorCensus page: https://advisorcensus.com/firm/allstreet-capital-llc-los-angeles-ca-283564

## Quick answers

**How is Allstreet Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Allstreet Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Allstreet Capital LLC located?**
Allstreet Capital LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Allstreet Capital LLC registered with the SEC or a state?**
Allstreet Capital LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283564.

**How much does Allstreet Capital LLC manage?**
Allstreet Capital LLC reports $218,000,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Allstreet Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Allstreet Capital LLC: Regulatory assets under management: $159,256,679 in the October 2021 data and $218,000,000 in the October 2026 data, up 37%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allstreet Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (60).

**Which custodians does Allstreet Capital LLC use?**
Allstreet Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Allstreet Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283564

**What changed in Allstreet Capital LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $194,000,000 to $218,000,000 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $218,000,000
- Discretionary: $218,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $20,000,000 |
| High net worth individuals | 60 | $198,000,000 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, HI, KY, LA, NC, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allstreetcapital.com
- youtube.comlwatch
- Facebook @ALLSTREETCAPITAL
- LinkedIn @12951769
- LinkedIn @MAX-LILE-53206B2
- LinkedIn @SEAN-RICHARDSON-2463A6128
- X @ALLSTREETCAP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $159,256,679 | 3 | February 26, 2021 |
| October 2022 | $183,000,000 | 3 | March 30, 2022 |
| October 2023 | $180,000,000 | 3 | February 17, 2023 |
| October 2024 | $190,000,000 | 3 | May 15, 2024 |
| October 2025 | $194,000,000 | 3 | March 20, 2025 |
| October 2026 | $218,000,000 | 3 | February 25, 2026 |

Regulatory assets under management: $159,256,679 in the October 2021 data and $218,000,000 in the October 2026 data, up 37%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $194,000,000 to $218,000,000 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allstreet Capital LLC (CRD 283564): Form ADV filing data as of October 2026.