TS
Tyler Street Capital
SEC-registered
Multi-Family Office · Small ($100M–$1B)
CRD 340011
· SEC file 801-135269
· Plymouth, MA
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $492M
- Discretionary
- $466M
- Clients
- 13
- Avg AUM / client
- $37.8M
- Accounts
- 65
- Employees
- 1
AUM over time
$0
$492M
Dec 2025
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 6 | $9.4M | 1.92% |
| High net worth individuals | 7 | $457M | 93.0% |
| Corporations and other businesses | Fewer than 5 clients | $25.0M | 5.09% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Brian Pineau | Registered representative | CFA | Feb 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $466M (95% of AUM) Jun 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: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗