A Street Investments

What A Street Investments does

A Street Investments (operating as GK Capital Partners LLC) is a privately held, Washington State-registered investment adviser founded in 2010 by Greg Kero. The firm operates as a boutique Registered Investment Adviser from Olympia, Washington, providing institutional-grade portfolio management to individual investors and families. Its founder spent 14 years at Russell Investments (including playing key roles in launching two of Russell's most profitable services, which combined contributed more than $100 million annually to Russell's top line) and two years at Silver Creek Capital as Client Group Director, before establishing A Street Investments to translate institutional investment disciplines to individual portfolios. The firm is structured as an independent RIA to avoid conflicts of interest associated with bank, insurance, and large financial institution affiliations.

The firm operates two service lines: a primary retail-facing investment management practice for individual investors and families under the A Street Investments brand, and a sub-brand called A Street Alternative Strategies that offers multi-manager alternative investments to qualified investors. Portfolio construction emphasizes broad diversification across asset classes, styles, and managers; disciplined rebalancing; cost control via passive core exposures; and active skill-based strategies, with hedging positions in cash, gold, and treasuries. The firm supports its services with a proprietary Funded Status measurement tool that quantifies client progress toward retirement and other financial goals. Charles Schwab & Co. serves as the clearing broker-dealer and account custody platform under a service agreement.

Revenue is generated through recurring advisory fees on assets under management under a subscription-style model; specific fee schedules are not publicly disclosed and require direct contact. The go-to-market combines a personal-network-based motion (the firm initially managed savings for friends and family) with content marketing through a Short Reads blog, an email newsletter delivered via FeedBurner, and quarterly investor letters explaining investment philosophy and portfolio performance. Services are offered only to clients in jurisdictions where the firm and its representatives are properly licensed or exempt from licensure, and the firm does not solicit or sell securities over its website.

Name

A Street Investments

Legal name

GK Capital Partners LLC

Website

https://astreetinvestments.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

A Street Investments is a Washington State-registered independent investment adviser providing institutional-grade portfolio management to individual investors and qualified investors, with a proprietary Funded Status planning tool and an alternative strategies sub-brand.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Private Equity Fundraising Placement (FSAEALAB), Growth Equity Fund-of-Funds (FSANAGAE), Sector/Thematic Equity (Active) (FSAAAIAG)

Keywords

• Investment management
• Portfolio construction
• Financial planning
• Alternative investments
• Retirement planning

Headquarters

HQ city

Olympia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: Registered investment adviser providing investment management services to individual investors and for the A Street Alternative Strategies. GK Capital Partners LLC dba A Street Investments is registered as an investment adviser with the state of Washington.
2. Alternative Strategies Management: Provides bespoke private investment solutions to qualified investors through multi-manager credit strategy dedicated to preserving capital and generating high level of current income. Services offered to clients where properly licensed or exempt from licensure.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

A Street Investments is a registered investment adviser (doing business as GK Capital Partners LLC) that provides institutional-grade investment management to individual investors and families. The firm constructs and manages diversified portfolios, conducts ongoing financial planning using its proprietary Funded Status measurement, and runs A Street Alternative Strategies, a multi-manager alternative investment offering for qualified investors.

Product overview

A Street Investments operates as a unified investment management platform offering two core service lines: its primary retail-facing investment management services for individual investors and families through the A Street Investments brand, and A Street Alternative Strategies for qualified investors seeking multi-manager alternative investments with bespoke liquidity and income distribution characteristics. The firm offers an integrated approach combining diversified portfolios, disciplined rebalancing, and cost control, supported by a Funded Status planning tool that helps clients track progress toward retirement goals. The company is led by founder Greg Kero and brings institutional investment disciplines to individual clients.

Differentiator

Problem solved

Functional benefit

Brands

• A Street Alternative Strategies: Multi-manager alternative investments focused on preserving capital while generating attractive, risk-adjusted total returns. Provides bespoke capital preserving and income producing solutions for qualified investors utilizing proprietary multi-manager fund and institutional-quality managers.

Products and services

• A Street Investments Investment Management
• A Street Alternative Strategies

Quantifiable outcome

• Two most profitable services at Russell Investments combined contributed more than $100 million annually to Russell's top line

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

Two partnerships are on record, tiered minor and core.

• The Adventure ProjectminorOthers · 1 January 2012International charitable giving partner. The Adventure Project is a female-founded nonprofit that creates jobs across Sub-Saharan Africa to end extreme poverty. The organization has created over 3,000 jobs and is positioned to scale to 10,000 jobs by 2030. A Street Investments supports this organization as part of their global giving initiatives.
• Venture51coreStrategic or Co-development Partner · 1 January 2010Early-stage technology startup investment management firm co-founded by Greg Kero in 2010. Greg was one of three founders. The fund raised money from individual investors to make investments in early-stage technology businesses, primarily mobile internet opportunities. Greg departed from day-to-day operations in 2012.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Creative Planning: National RIA providing comprehensive wealth management, retirement planning, and institutional-style investment management to individuals and families, competing in the same high-net-worth and mass-affluent segment.
• Fisher Investments: Large private RIA managing bespoke portfolios for high net worth and institutional clients with a similar 'institutional discipline for individuals' value proposition, directly competing for the same HNW individual segment A Street targets.
• Edelman Financial Engines: Large national RIA providing institutional-quality investment management and financial planning to individuals and families, directly comparable to A Street's institutional-discipline-for-individuals positioning.
• Russell Investments: Global multi-manager investment firm where founder Greg Kero spent 14 years. Offers outsourced CIO, multi-asset, and multi-manager strategies to institutions and HNW investors using a similar multi-manager, multi-style philosophy A Street translates to individuals.
• Mariner Wealth Advisors: RIA consolidator offering comprehensive financial planning, investment management, and alternative investment access to HNW individuals and families through a multi-advisor boutique-with-scale model.
• Buckingham Strategic Wealth: National RIA focused on evidence-based investment management and comprehensive financial planning for individuals and families, similar fee-only fiduciary model and target clientele to A Street.
• Carson Group: RIA platform that partners with independent advisors to deliver wealth management, coaching, and alternative investment solutions to individuals, with a similar entrepreneurial RIA culture and multi-strategy offering.

Others

• Focus Financial Partners: Consolidator and capital partner for independent RIAs, providing a likely M&A and growth capital counterparty for founder-led boutique RIAs like A Street with alternative-strategy differentiation.

Emerging players

• Wealthfront: Direct-to-consumer digital RIA offering automated, low-fee portfolio management and financial planning to mass-affluent clients, an indirect competitor pressing on A Street's target segment from the lower end of the wealth scale.

Broad incumbents

• Dimensional Fund Advisors: Large asset manager offering evidence-based, multi-manager-style investment solutions largely through advisor channels, comparable to A Street's use of multi-asset, multi-manager fund structures for individual portfolios.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/thefactory_oslo
• Facebookfacebook.com/thefactory.no
• LinkedInlinkedin.com/company/gk-capital-partners-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about A Street Investments