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Trade Street Capital Investment Adviser, LlLP (Aventura)


Trade Street Capital Investment Adviser, LlLP is a large advisory firm based in Aventura. It manages $302.31 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

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Trade Street Capital Investment Adviser, L provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trade Street Capital Investment Adviser, L: assets under management

The assets under management (AUM) of Trade Street Capital Investment Adviser, LlLP is $302.31 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $299.31 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trade Street Capital Investment Adviser, LlLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael D. Baumann Shareholder 1 Apr 1999 50% - 75% 4672878
Heidi Baumann Shareholder 1 Apr 1999 50% - 75% 4674653

Based in Aventura

The principal office where Trade Street Capital Investment Adviser, LlLP performs its advisory services is located at 19950 W. Country Club Drive, Aventura, FL 33180, which is also the mailing address of the firm. An additional office of the firm is in Savannah, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 786-248-5200 or by fax 786-248-3679. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at tradestreetcapital.com.


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