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| Happy Holidays!! thanks for using AUM13F!! |
| Steelpeak Wealth LLC
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| CRD # | 165168 |
| SEC # | 801-77132 |
| CIK # | 0001801868 |
| AUM | $3.4 B (2025-07-03) |
| Employees | 56 (52% Investors, 0% Brokers) |
| Phone | 818-835-8720 |
| Address | 21650 Oxnard Street Woodland Hills, CA 91367 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001801868 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Tesla Motors Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| Advanced Micro Devices Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Verizon Communications Inc | 0.0 | ||
| Metropcs Communications Inc | 0.0 | ||
| Texas Instruments Inc | 0.0 | ||
| Linde PLC | 0.0 | ||
| Chevron Corp | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | SP Goal-Line Growth Fund LP | 2024-06-28 | 4.8 | |
| HF | SP Long-Short Equity Strategy LP | 2023-12-01 | 5.0 | |
| PE | SP Capital Opportunity I-A LP | 2022-03-29 | 7.2 | |
| PE | SP Capital Opportunity I-B LP | 2022-03-29 | 0.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,524 | 0.5 |
| (b) Individuals (high net worth individuals) | 695 | 2.6 |
| (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 | 116 | 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 | 20 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,369 | 3.4 |
| By Discretionary | ||
| Discretionary | 8,253 | 3.4 |
| Non-Discretionary | 116 | 0.0 |
| Total | 8,369 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 8,369 | 3.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801868] |
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