12 Th Street Asset Management

12 Street Asset Management primarily serves high‑net‑worth individuals, pooled investment vehicles, pension and institutional clients. The firm provides discretionary portfolio management through separately managed accounts, sub‑advisory arrangements, model portfolios and by acting as advisor and general partner to private limited partnerships.

The firm runs concentrated, long‑term All Cap and Small Cap equity strategies guided by a value‑oriented, “best idea” investment process that emphasizes fundamental research and a margin of safety. 12 Street delivers its strategies across a variety of structures—discretionary SMAs, model delivery to platforms and sub‑advisory relationships—and uses third‑party operational vendors to support trading, reconciliation and reporting.

Compared with many peers, 12 Street both sponsors and manages private pooled vehicles and explicitly discloses and advertises performance and predecessor performance, and it implements performance‑based fee arrangements for its partnership interests. The firm’s small advisor team manages over $600 million while engaging in activities that are statistically uncommon for similar team firms—acting as a fund sponsor, permitting use of leverage/derivatives in pooled vehicles, participating in wrap programs, and generally not serving non‑high‑net‑worth individual clients.