S
CRD: 331520
Steele Street Capital LLC
$140.5M Total AUM
$124.4M Disc. AUM
-- 3Y CAGR
3 Employees
101 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2024
- Office Locations
- 1
Office Locations
875 Greenland Road Unit A11 Portsmouth NH
About Steele Street Capital LLC
Steele Street Capital LLC is a Portsmouth-based RIA. The firm has been operating for 1 years. Managing $140.5M in total assets under management, with 2 advisory representatives. They custody assets with Betterment and LPL Financial.
Team overview
50 AVG AGE
$70.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DAVID MICHAEL GERASIN
Chief Compliance Officer, Owner, President
- CRD
- #4775582
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
P
PEYTON OAKES-BRYDEN
--
- CRD
- #8163081
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,363,724 | $522,537 |
| Non-Discretionary | $16,093,516 | $1,237,963 |
| Total | $140,457,240 | $559,591 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing