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MOUNT STREET PORTFOLIO ADVISERS LLC

NEW YORK, NY · CRD 299192 · IAPD ↗ · mountstreet.com · 917-412-7824

$18.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
July 2026 — MOUNT STREET PORTFOLIO ADVISERS LLC (NEW YORK, NY) left the SEC roster (was $18.6M RAUM, 1 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
35
April 2026 — MOUNT STREET PORTFOLIO ADVISERS LLC reported RAUM down 90% ($189.7M -> $18.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
15
April 2024 — MOUNT STREET PORTFOLIO ADVISERS LLC changed its website from mountstreetgroup.com to mountstreet.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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