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| Steelpeak Wealth LLC
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|---|---|
| CRD # | 165168 |
| SEC # | 801-77132 |
| CIK # | 0001801868 |
| AUM | $4.1 B (2026-03-25) |
| Employees | 84 (42% Investors, 0% Brokers) |
| Phone | 818-835-8720 |
| Address | 21650 Oxnard Street Woodland Hills, CA 91367 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Intel Corp | 0.1 | ||
| Advanced Micro Devices Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Amgen Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | SP Goal-Line Growth Fund LP | [2024-06-28] | 15.1 | 7.9 |
| HF | SP Long-Short Equity Strategy LP | [2023-12-01] | 5.8 | 6.0 |
| PE | SP Capital Opportunity I-A LP | [2022-03-29] | 13.8 | 11.6 |
| PE | SP Capital Opportunity I-B LP | 2022-03-29 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,420 | 0.5 |
| (b) Individuals (high net worth individuals) | 858 | 3.2 |
| (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 | 3 | 0.0 |
| (g) Pension and profit sharing plans | 121 | 0.0 |
| (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 | 25 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 8,591 | 4.1 |
| By Discretionary | ||
| Discretionary | 8,463 | 4.1 |
| Non-Discretionary | 128 | 0.0 |
| Total | 8,591 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 8,591 | 4.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Ali Zamani | 15 | 2 | ||
| Reza Zamani | 4 | 2 | ||
| Steel Peak Capital LLC | 2 | 2 | ||
| Steel Peak Wealth Management LLC | 2 | 2 | ||
| Maziar Esmailbeigi | 3 | 1 | ||
| Steelpeak Investments I LLC | 1 | 1 | ||
| Steelpeak Capital I LLC | 1 | 1 | ||
| Steelpeak Capital II LLC | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801868] |
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|---|---|---|
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FL | 3.8 |