Tyler Street Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
Tyler Street Capital reports 13 clients. They include 7 high-net-worth individuals and 6 individual clients. Of its assets, 94.8% ($466M across 59 accounts) are managed with discretion; $25.7M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 2% |
| High-net-worth individuals | 54% | 93% |
| Corporations and other businesses | Fewer than 5 | 5% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 6 | $9.43M | 1.9% | $1.57M |
| High-net-worth individuals | 7 | $457M | 93.0% | $65.3M |
| Corporations and other businesses | Fewer than 5 | $25M | 5.1% | — |
| Total | 13 | $492M | 100% | — |
- Clients
- 6
- Regulatory AUM
- $9.43M
- AUM share
- 1.9%
- Avg. per client
- $1.57M
- Clients
- 7
- Regulatory AUM
- $457M
- AUM share
- 93.0%
- Avg. per client
- $65.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $25M
- AUM share
- 5.1%
- Avg. per client
- —
Total
- Clients
- 13
- Regulatory AUM
- $492M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Tyler Street Capital charges 0.20%–0.95% a year for its Investment management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting fees are negotiable, generally $5,000 to $15,000 on a fixed fee basis or $250 to $375 on an hourly rate basis.
Robert Pineau owns 75% or more of Tyler Street Capital. The leadership team of Tyler Street Capital includes Chief Compliance Officer Robert Pineau. It has 1 employee.
Leadership
- Robert PineauChief Compliance Officer/Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Tyler Street Capital
Robert Pineau
Control person · since December 2025
Besides its headquarters, Tyler Street Capital has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 65 Cordage Park Circle, Suite 130, PlymouthHQ
Contact and registration details
- Legal name
- Tyler Street Capital
- Headquarters
- 65 Cordage Park Circle, Suite 130, Plymouth, MA 02360
- Website
- Not reported
- Phone
- 508-648-4684
- SEC file
- 801-135269
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Tyler Street Capital uses Charles Schwab ($466M) as custodian for its separately managed accounts. Tyler Street Capital has custody of $310M in client assets for 14 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $466M100%
At year end, Tyler Street Capital’s separately managed accounts were mostly in cash (75%) and funds (17%).
What the accounts hold
- Stocks8%
- Non-exchange-traded equities5%
- Exchange-traded equities3%
- Funds17%
- Registered funds15%
- Pooled vehicles2%
- Cash75%
How many clients does Tyler Street Capital have?
Tyler Street Capital has 13 clients and manages $492 million for them, as of June 2026. They include 7 high-net-worth individuals and 6 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 June 2026
What services does Tyler Street Capital offer?
Tyler Street Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tyler Street Capital charge?
Tyler Street Capital charges 0.20%–0.95% a year for its Investment management. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 8 June 2026
Which custodians does Tyler Street Capital use?
Tyler Street Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $466M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 June 2026
How many financial advisors does Tyler Street Capital have?
Tyler Street Capital has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tyler Street Capital invest in?
At the end of its last fiscal year, Tyler Street Capital’s separately managed accounts held 75% cash and equivalents, 15% registered funds (mutual funds, ETFs, BDCs), 5% non-exchange-traded equities, 3% exchange-traded equities and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tyler Street Capital?
Tyler Street Capital’s direct owner is Robert Pineau (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 June 2026
How does Tyler Street Capital get paid?
Tyler Street Capital is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tyler Street Capital?
Tyler Street Capital’s main office is at 65 Cordage Park Circle, Suite 130, Plymouth, MA 02360. Its phone number is 508-648-4684.