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| Keyboard |
| Steele Street Capital LLC
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|---|---|
| CRD # | 331520 |
| SEC # | 801-130911 |
| CIK # | |
| AUM | 140.5 M (2026-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 207-475-0060 |
| Address | 1 Me236 Kittery, ME 03904 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 12.9 |
| (b) Individuals (high net worth individuals) | 31 | 74.5 |
| (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 | 15 | 45.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 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 | 7 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 140.5 |
| By Discretionary | ||
| Discretionary | 238 | 124.4 |
| Non-Discretionary | 13 | 16.1 |
| Total | 251 | 140.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.5 | |
| Total | 251 | 140.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stability Partners Advisory Group LLC
✚
|
TX | 140.9 M |
|
Wolverine Wealth Advisory Services Inc
✚
|
MI | 140.9 M |
|
DLK Investment Advisors LLC
✚
|
WA | 140.7 M |
|
Actitrust Wealth Management LLC
✚
|
FL | 140.5 M |
|
MWM Wealth Advisory LLC
✚
|
MN | 140.3 M |
|
Savior LLC
✚
|
MA | 140.2 M |
|
Excomp Asset Management Ltd
✚
|
NY | 140.2 M |
|
Larson Williams Wealth Advisors LLC
✚
|
UT | 140.0 M |
|
Fortis Portfolio Solutions LLC
✚
|
IL | 140.0 M |
|
Claremont Financial Group Inc
✚
|
CA | 140.0 M |