Frew Street Capital

Frew Street Capital provides ongoing, discretionary portfolio management to a small roster of clients — twelve relationships representing approximately $25.7 million in managed assets — including individuals, high‑net‑worth clients, small businesses and charitable organizations. The firm offers continuous supervision of accounts and may recommend third‑party sub‑advisers to implement specific investment strategies; it does not sponsor wrap programs or offer traditional financial planning services.

Investment decisions are driven by an asset‑allocation framework that emphasizes long‑term, active management with a bottoms‑up fundamental approach supplemented by technical and cyclical analysis, and portfolios may include mutual funds, ETFs, individual equities, fixed income and REITs (and in some cases direct indexing or cryptocurrency exposure where appropriate). Accounts are generally managed on a discretionary basis, and the firm discloses the use of third‑party research and AI tools in its processes and the option for clients to opt out of meeting recordings.

Noteworthy characteristics compared with peers include disclosure of relationships with charitable organizations and a meaningful non‑U.S. client presence, both of which are uncommon among similarly structured independent advisers, as well as a very small client base that supports more concentrated, customized engagements. The firm also does not vote client proxies and operates through an institutional custodian arrangement that supplies execution, custody and operational support.