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12TH STREET ASSET MANAGEMENT

SEC Registered

Concentrated Portfolios. Best Ideas.

NASHVILLE, TNhttps://12thstreetasset.com615-915-3701
Assets Under Management
$500M–$1B
Year Founded
2007
Employees
5
Office Locations
1 office
Total Accounts
522

About the firm

12th Street Asset Management is a 100% employee-owned investment advisory firm founded in 2007. The firm employs a time-tested investment philosophy focused on concentrated, high active share portfolios built through rigorous fundamental analysis. It offers All Cap and Small Cap strategies available through separately managed accounts, model delivery, or Limited Partnership vehicles.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPooled VehiclesPension/Profit Sharing

Areas of expertise

Concentrated PortfoliosFundamental AnalysisAll Cap EquitySmall Cap EquitySeparately Managed AccountsCapital PreservationRisk ManagementHigh Active ShareFree Cash FlowROIC

Services

Concentrated all-cap and small-cap equity portfolios available through separately managed accounts, model delivery, or Limited Partnership (LP) vehicles, employing a benchmark agnostic, go-anywhere approach focused on capital preservation and margins of safety.

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
High Net Worth Individuals517$263M
Pension/Profit Sharing Plans1$62M
Charitable Organizations4$296M

15 total clients reported on Form ADV.

Leadership

Michael Gerard Okeefe
CHIEF COMPLIANCE OFFICER/ CHIEF MANAGER & MEMBER
David Andrew Shipman
MEMBER

Office locations

1 office in 1 state
TN
NASHVILLEHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#153528
SEC Number
801-76968
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $1,000,000 (waivable)

Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 12TH STREET ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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