MOUNT STREET PORTFOLIO ADVISERS LLC
CRD #299192 SEC #801-114403 NEW YORK, NY 917-412-7824
SEC Registered
Total AUM
$189.7M
Discretionary
$189.7M
Employees
1
Clients
0
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $189.7M | $189.7M | $0 | 1 | 0 |
| Mar 2024 | $236.6M | $236.6M | $0 | 1 | 0 |
| May 2023 | $269.2M | $269.2M | $0 | 1 | 0 |
| Mar 2023 | $269.2M | $269.2M | $0 | 1 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 1 | 0 |
| Mar 2022 | $1.2B | $1.2B | $0 | 1 | 0 |
| Jun 2021 | $1.3B | $1.3B | $0 | 2 | 0 |
| Mar 2021 | $1.3B | $1.3B | $0 | 2 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 2 | 0 |
| Sep 2019 | $1.5B | $1.5B | $0 | 3 | 0 |
| Mar 2019 | $1.5B | $1.5B | $0 | 3 | 0 |
DateMar 2025
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$236.6M
Discretionary$236.6M
Non-Disc.$0
Employees1
Clients0
DateMay 2023
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees3
Clients0