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KARLOV STREET CAPITAL, LLC

BOCA RATON, FL · CRD 288910 · IAPD ↗ · karlovstreet.com · 847-503-9393

$251.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
30Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

43
April 2024 — KARLOV STREET MANAGER, LLC is now doing business as KARLOV STREET CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2024 — KARLOV STREET CAPITAL, LLC reported RAUM up 37% ($187.7M -> $257.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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