NEWFIELDS, NHCRD 226513Registration Status: ApprovedEffective since June 1, 2026Latest ADV May 1, 2026
Middle Street Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newfields, NH. Its latest Form ADV filing, dated May 1, 2026, reports $132M in regulatory assets under management, 1 employee, and 248 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.2% of total clients.
Top client categories% of clientsClients
1
HNWI
51.2%
41
2
Individuals
47.5%
38
3
Charitable
1.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$132Mas of May 1, 2026
Discretionary98.9%
$131M
99% of total RAUM98.9%
Non-discretionary1.1%
$1M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$132M
Total Accounts248
10Y AUM Change—
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee80:1
10Y Employee Change—
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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.
* 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.