{
  "crd_number": 340011,
  "slug": "tyler-street-capital-plymouth-ma-340011",
  "primary_business_name": "TYLER STREET CAPITAL",
  "legal_name": "TYLER STREET CAPITAL",
  "dbas": [],
  "city": "Plymouth",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-04",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-08",
  "carried_forward": false,
  "raum_total": 491523354.0,
  "raum_discretionary": 465850457.0,
  "raum_non_discretionary": 25672897.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 9431652.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 457091702.0,
      "count": 7
    },
    "corporations_other_businesses": {
      "raum": 25000000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340011",
  "city_as_filed": "PLYMOUTH",
  "url": "https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011",
  "display_name": "Tyler Street Capital",
  "summary": "Tyler Street Capital is an SEC-registered investment advisory firm in Plymouth, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.",
  "citation": "AdvisorCensus. Tyler Street Capital (CRD 340011): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Tyler Street Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tyler Street Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Tyler Street Capital charge?",
      "a": "Its Form ADV Part 2A brochure dated June 8, 2026 states: Asset-based fee: 0.2% to 0.95% a year (a range, as the brochure states it); Flat fee: $5,000 to $15,000 (planning and consulting services); Hourly rate: $250 to $375 an hour (planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Tyler Street Capital located?",
      "a": "Tyler Street Capital's principal office is in Plymouth, MA, according to its Form ADV."
    },
    {
      "q": "Is Tyler Street Capital registered with the SEC or a state?",
      "a": "Tyler Street Capital is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340011."
    },
    {
      "q": "How much does Tyler Street Capital manage?",
      "a": "Tyler Street Capital reports $491,523,354 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (95% discretionary)."
    },
    {
      "q": "What types of clients does Tyler Street Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Which custodians does Tyler Street Capital use?",
      "a": "Tyler Street Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tyler Street Capital report any disciplinary disclosures?",
      "a": "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/340011"
    },
    {
      "q": "Does Tyler Street Capital state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 8, 2026 says: \"The Registrant does not typically require a minimum asset level or minimum annual fee for investment management services.\""
    },
    {
      "q": "What changed in Tyler Street Capital's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Regulatory assets under management went from $0 to $491,523,354."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $491,523,354."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its legal name from Loft Line Partners, LLC to Tyler Street Capital."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 0.95% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [
      "Flat fee: $5,000 to $15,000 (planning and consulting services)",
      "Hourly rate: $250 to $375 an hour (planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 0.95% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Registrant’s annual investment advisory fee is negotiable but generally ranges between 0.20% up to 0.95%, based upon the value of assets under the Registrant’s management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Registrant does not typically require a minimum asset level or minimum annual fee for investment management services."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "The Registrant does not typically require a minimum asset level or minimum annual fee for investment management services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $15,000 (planning and consulting services)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fee shall generally range from $5,000 to $15,000 on a fixed fee basis or from $250 to $375 on an hourly rate basis."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $375 an hour (planning and consulting services)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fee shall generally range from $5,000 to $15,000 on a fixed fee basis or from $250 to $375 on an hourly rate basis."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        0.95
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "planning and consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 375.0,
          "period": "hour",
          "service": "planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Registrant’s annual investment advisory fee is negotiable but generally ranges between 0.20% up to 0.95%, based upon the value of assets under the Registrant’s management.",
      "The Registrant does not typically require a minimum asset level or minimum annual fee for investment management services.",
      "The Registrant does not typically require a minimum asset level or minimum annual fee for investment management services.",
      "Registrant’s planning and consulting fee shall generally range from $5,000 to $15,000 on a fixed fee basis or from $250 to $375 on an hourly rate basis.",
      "Registrant’s planning and consulting fee shall generally range from $5,000 to $15,000 on a fixed fee basis or from $250 to $375 on an hourly rate basis."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/tyler-street-capital-plymouth-ma-340011.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 9431652.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 7,
      "fewer_than_5": false,
      "raum": 457091702.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 25000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340011",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}