12 Th Street Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$263,014,872
Clients
517
Advisors
4
of 5 employees
About
12 Street Asset Management primarily serves high‑net‑worth individuals, pooled investment vehicles, pension and institutional clients. The firm provides discretionary portfolio management through separately managed accounts, sub‑advisory arrangements, model portfolios and by acting as advisor and general partner to private limited partnerships.
The firm runs concentrated, long‑term All Cap and Small Cap equity strategies guided by a value‑oriented, “best idea” investment process that emphasizes fundamental research and a margin of safety. 12 Street delivers its strategies across a variety of structures—discretionary SMAs, model delivery to platforms and sub‑advisory relationships—and uses third‑party operational vendors to support trading, reconciliation and reporting.
Compared with many peers, 12 Street both sponsors and manages private pooled vehicles and explicitly discloses and advertises performance and predecessor performance, and it implements performance‑based fee arrangements for its partnership interests. The firm’s small advisor team manages over $600 million while engaging in activities that are statistically uncommon for similar team firms—acting as a fund sponsor, permitting use of leverage/derivatives in pooled vehicles, participating in wrap programs, and generally not serving non‑high‑net‑worth individual clients.
Client services
Expertise
Fee options
$0+: Up to 1.0% annually for separate accounts $0+: 1% per annum management fee for limited partnerships, billed quarterly in advance (1/4 of 1% per quarter) $0+: 10% performance fee on profits for qualified clients in limited partnerships
10% performance fee on profits for qualified clients in limited partnerships
Account minimum: $1,000,000 Fee-only: Management fees up to 1.0% annually for separate accounts; management fee of 1% annually plus 10% performance fee for limited partnerships; fees for sub-advisory and model accounts negotiated separately
Main office
102 Woodmont Blvd., Suite 460
Nashville TN 37205
Advisors at this office
4
Most active in
Alabama · Arizona · Arkansas · California · Connecticut · Delaware · Florida · Georgia · Illinois · Indiana · Louisiana · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington
Also doing business as
12 Th Street Asset Management · 12 Th Street Asset Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew B
CFA®, Series 65
Nashville, TN
12 Th Street Asset Management
Matthew Bugarin is a CFA® charterholder with 12 years of industry experience. He has worked at 12th Street Asset Management since 2019 and previously spent five years at Woodmont Investment Counsel, LLC. He is based in Nashville, TN. 12th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients, offering discretionary portfolio management through various account structures. The firm employs concentrated, long-term All Cap and Small Cap equity strategies driven by fundamental research and a value-oriented investment process.
David S
CFA®, Series 63
Nashville, TN
12 Th Street Asset Management
David Shipman is a CFA® charterholder with 15 years of industry experience. He has been with 12 Th Street Asset Management since 2010. The firm serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients through discretionary portfolio management, sub-advisory arrangements, and private limited partnerships. 12 Th Street Asset Management focuses on concentrated, long-term All Cap and Small Cap equity strategies based on a value-oriented, fundamental research approach emphasizing a margin of safety.
Michael O
Series 63, Series 65
Nashville, TN
12 Th Street Asset Management
Michael Okeefe is a financial advisor with 19 years of industry experience at 12 Th Street Asset Management in Nashville, TN. He holds Series 63 and Series 65 licenses and has been with the firm since 2007. 12 Th Street Asset Management primarily serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm offers discretionary portfolio management focused on concentrated, long-term All Cap and Small Cap equity strategies using a value-oriented investment process.
Amanda D
Series 65
Nashville, TN
12 Th Street Asset Management
Amanda Dreher is a financial advisor at 12 Th Street Asset Management with two years of industry experience. She holds a Series 65 designation and has worked at 12th Street Asset Management since 2022. Outside of financial advising, she is involved with 2 Danes Furniture Store. 12 Th Street Asset Management serves high-net-worth individuals, pooled investment vehicles, pension, and institutional clients. The firm employs a value-oriented, fundamental research approach to long-term All Cap and Small Cap equity strategies and manages over $600 million across various account structures.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)