Principal Street Partners, LLC

Principal Street Partners, LLC, an SEC registered investment adviser, was initially registered as Green Square Asset Management, LLC in September 2016. As of December 31, 2024, the firm manages approximately $2.87 billion in regulatory assets under management, offering portfolio management services to high-net-worth individuals, pooled investment vehicles, and other advisors. Clients can have discretionary or non-discretionary management of their investment portfolios, primarily focusing on income-producing strategies in equity and fixed income markets. The firm previously offered a Bridge Loan Program but no longer does so. PSP may charge an annual fee based on a percentage of assets under management, ranging from 10 to 150 basis points. Additionally, PSP may receive performance-based compensation and charges a one-time fee for Bridge Loans. Clients are encouraged to utilize brokerage services from Schwab or Fidelity, with PSP considering factors like financial strength and execution in recommending these services. PSP acts as the investment advisor to the Joshua Tree Capital, L.P. fund and may engage in client cross transactions. The firm is a fiduciary for retirement accounts, acting in the best interest of clients. PSP has a Code of Ethics and may receive economic benefits from third parties for providing advisory services. Clients can have investment discretion, and PSP votes on client securities' proxies. The firm received PPP loans in 2021, which have been forgiven.