A complete list of active advisors currently associated with 3 Rd Street Capital Management L.L.C.
Warmer can help you find a great advisor at 3 Rd Street Capital Management L.L.C. or one who fits your needs even better.
3 Street Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, businesses, charitable organizations and institutional clients (including pension and retirement plans). The firm manages about $56 million across roughly 78 client accounts and offers investment access to a broad set of securities including corporate and agency bonds, mortgage- and asset-backed securities, stocks, ETFs and mutual funds; it also produces quarterly performance reports and comparisons generated via MorningstarOffice. The firm emphasizes fixed‑income solutions as a core competency and uses fundamental analysis as its primary research method, with technical analysis used occasionally to refine trade timing. Strategies are implemented on a discretionary basis and tailored to client constraints, spanning targeted allocations such as Core Fixed Income, Core Plus, Conservative and Aggressive Balanced mixes, and a dedicated “AAA Only” fixed‑income option that targets up to 95% AAA‑rated bonds. Notable differences from many peers include the use of sub‑advisory agreements in which the firm shares its management fee with selected independent sub‑advisors without charging clients an additional sub‑advisor fee, and a mix of account minimums that are often at institutional levels (many strategies have $500,000 minimums) while the Equity Mid‑Cap strategy carries a materially lower $25,000 minimum. The firm also discloses that it does not accept transaction commissions or third‑party compensation, employs block trading and approved broker‑dealers, and uses Institutional Shareholder Services for proxy voting when clients do not provide directions.
To learn more about the advisors currently working at 3 Rd Street Capital Management L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 26
|
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