Boundary Street Partners LP
Boundary Street Partners LP (CRD# 282300) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $27,400,000 in 99 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
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Total Number of Accounts99ACCOUNTS
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Average Account Value$276,768
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, NC, TX
Financial Advisors at Boundary Street Partners LP
1
Meghan Childs (CRD# 5311263) is an Investment Advisor Representative working at Boundary Street Partners LP in Chapel Hill, NC and has over 13 years of experience in the finance industry.
2
Martin Sather (CRD# 3154736) is an Investment Advisor Representative working at Boundary Street Partners LP in Chapel Hill, NC and has over 22 years of experience in the finance industry.
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