Daytona Street Capital Llc
- Regulatory AUM
- $189M
- Discretionary
- $189M
- Clients
- 51
- Avg AUM / client
- $3.7M
- Accounts
- 107
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $4.4M | 2.34% |
| High net worth individuals | 40 | $180M | 95.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $4.8M | 2.52% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $3.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 8 Th & Jackson Partners, L.P. | Hedge Fund | Delaware | $3.4M | 23 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Muni Weiss | Chief Investment Officer | Oct 2021 (5y) | 50% – 75% | |
| Thomas Aron Eidelman | President And Cco | CFA | Oct 2021 (5y) | 50% – 75% |
| David Robert Eidelman | Registered representative | CFA | Apr 2023 (3y) | |
| Stanley Finger | Registered representative | Apr 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $3.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 8 Th & Jackson Partners, L.P. | Hedge Fund | $3.4M | $50.0K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.27 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: DUE TO ADMINISTRATIVE ERROR AS THE FIRM WAS TRANSITIONING FROM SEC REGISTRATION TO MISSOURI STATE REGISTRATION, TWO INVESTMENT ADVISER REPRESENTATIVES OF THE FIRM HAD THEIR REGISTRATION AS INVESTMENT ADVISER REPRESENTATIVES IN THE STATE OF MISSOURI LAPSE BEGINNING ON JANUARY 1ST, 2023. THIS WAS CORRECTED ON FEBRUARY 23RD, 2023 AND THE FIRM WAS ORDERED TO FORGO BILLING ITS CLIENTS FOR THE PERIOD FOR WHICH THEY WERE NOT PROPERLY REGISTERED AND WAS PERMANENTLY ENJOINED FROM VIOLATING SECTION 404.4-404(A) OF THE MISSOURI REVISED STATUTES. Status: Final Sanction Detail: BEGINNING FEBRUARY 21ST, 2023, THE FIRM IS PERMANENTLY ENJOINED FROM VIOLATING SECTION 404.4-404(A) OF THE MISSOURI REVISED STATUTES. ADDITIONALLY, THE FIRM WAS ORDERED TO FORGO BILLING AND COLLECTING ADVISORY FEES FOR SERVICES RENDERED FROM JANUARY 1ST, 2023 THROUGH FEBRUARY 21ST, 2023. Summary: AS OF THIS FILING, THE REGULATORY ACTION IN QUESTION IS FINAL. A CONSENT ORDER WAS ENTERED INTO ON FEBRUARY 21ST, 2023.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $184M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗