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THIRD STREET ADVISORS, LLC

GENEVA, IL · CRD 113212 · IAPD ↗ · 630-513-8815

$95.6MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — THIRD STREET ADVISORS, LLC (GENEVA, IL) left the SEC roster (was $95.6M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2024 — THIRD STREET ADVISORS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.