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| Happy Holidays!! thanks for using AUM13F!! |
| Steel Grove Capital Advisors LLC
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| CRD # | 115231 |
| SEC # | 801-60517 |
| CIK # | 0001166308 |
| AUM | $1.4 B (2025-06-06) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 901-498-6300 |
| Address | 5100 Poplar Avenue Memphis, TN 38137 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 90.4 | ||
| Apple Inc | 73.1 | ||
| Alphabet Inc | 66.5 | ||
| Facebook Inc | 53.2 | ||
| Amazon Com Inc | 52.4 | ||
| Microsoft Corp | 44.5 | ||
| Zoominfo Technologies Inc | 19.8 | ||
| Netflix Inc | 16.9 | ||
| Goldman Sachs Group Inc | 16.5 | ||
| AT&T Inc | 12.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 0.0 |
| (b) Individuals (high net worth individuals) | 816 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 878 | 1.4 |
| By Discretionary | ||
| Discretionary | 688 | 1.1 |
| Non-Discretionary | 190 | 0.2 |
| Total | 878 | 1.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1.3 | |
| Total | 878 | 1.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| James West | 26 | ||
| Darrell Horn | 25 | ||
| C Shippam | 24 | ||
| Richard Finch | 23 | ||
| Green Square PIP Manager LLC | 22 | ||
| Steven Sansom | 20 | ||
| James West IV | 3 | ||
| GS PIP Manager LLC | 1 | ||
| C Shipipam | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001166308] |
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