Firm profile

12TH STREET ASSET MANAGEMENT

NASHVILLE, TNCRD 153528Latest ADV February 24, 2026

12TH Street Asset Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Nashville, TN. Its latest Form ADV filing, dated February 24, 2026, reports $622M in regulatory assets under management, 5 employees, and 522 accounts.

Assets Under Management
$622M
Employees
5
Offices
--
Total Clients
522
Primary office
NASHVILLE, TN
102 WOODMONT BLVD., SUITE 460, NASHVILLE, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael G. Okeefe

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 99.0% of total clients.
Top client categories% of clientsClients
1
HNWI
99.0%
517
2
Pension Plans
0.8%
4
3
Pooled Investment Vehicles
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$622Mas of February 24, 2026
Discretionary100.0%
$622M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$622M
Total Accounts522
10Y AUM Change+$238M (+62.1%)

Employee Growth by Quarter

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

Total Employees5
Clients per Employee104:1
10Y Employee Change+2 (+66.7%)

* 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.