Firm profile

8th Street Investments, LLC

ALEXANDRIA, VACRD 148727Latest ADV March 14, 2026

8TH Street Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated March 14, 2026, reports $167M in regulatory assets under management, 3 employees, 1 office, and 206 accounts.

Assets Under Management
$167M
Employees
3
Offices
1 office
Total Clients
58
Primary office
ALEXANDRIA, VA
1800 DIAGONAL ROAD, SUITE 600, ALEXANDRIA, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOLisa C. Pendley
CIOMichael E. Shea

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.3% of total clients.
Top client categories% of clientsClients
1
HNWI
60.3%
35
2
Individuals
39.7%
23
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$167Mas of March 14, 2026
Discretionary100.0%
$167M
100% of total RAUM100.0%
Non-discretionary0.0%
$14K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$167M
Total Accounts206
10Y AUM Change+$32M (+24.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee19:1
10Y Employee Change+1 (+50.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.