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MIDDLE STREET CAPITAL, LLC

NEWFIELDS, NH · CRD 226513 · IAPD ↗ · middlestreetcapital.com · 603-531-3773

$132.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — MIDDLE STREET CAPITAL, LLC (NEWFIELDS, NH) is newly SEC-registered with $132.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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