|
⚲
|
| Keyboard |
| Steward Capital Management Inc
✚
|
|
|---|---|
| CRD # | 104936 |
| SEC # | 801-32202 |
| CIK # | 0000919533 |
| AUM | 95.1 M (2026-03-26) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 248-647-5990 |
| Address | 21 East Long Lake Road Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Dominos Pizza Inc | 6.2 | ||
| Apple Inc | 1.7 | ||
| MGM Resorts International | 1.4 | ||
| Boston Beer Co Inc | 1.2 | ||
| Medtronic Holdings Ltd | 1.0 | ||
| Bank of America Corp /DE/ | 1.0 | ||
| GameStop Corp | 0.9 | ||
| Goldman Sachs Group Inc | 0.7 | ||
| International Business Machines Corp | 0.6 | ||
| General Electric Co | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Steward Real Estate Partners Fund I LP | 2015-03-26 | 25.0 M | |
| RE | WCERS Opportunity Fund LP | [2015-03-26] | 20.0 M | 14.8 M |
| Offered $20,000,000 · Filed 2010-09-21 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $20,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 12.2 |
| (b) Individuals (high net worth individuals) | 13 | 34.1 |
| (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 | 2 | 40.8 |
| (g) Pension and profit sharing plans | 0 | 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 | 22 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 116 | 95.1 |
| By Discretionary | ||
| Discretionary | 89 | 46.4 |
| Non-Discretionary | 27 | 48.8 |
| Total | 116 | 95.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 95.1 | |
| Total | 116 | 95.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Anmar Sarafa | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000919533] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
| Comparable Firms | State | AUM |
|---|---|---|
|
Olive Street Capital Partners LLC
✚
|
CA | 165.3 M |
|
Freedom Family Office LLC
✚
|
162.1 M | |
|
Lanier Asset Management LLC
✚
|
KY | 141.7 M |
|
Vericrest Private Wealth LLC
✚
|
PA | 137.8 M |
|
Alder Point Capital Management LLC
✚
|
CO | 121.3 M |
|
Apricity Financial LLC
✚
|
110.8 M | |
|
Seraph Capital Associates LLC
✚
|
OK | 90.3 M |
|
Prosper Wealth Solutions LLC
✚
|
UT | 58.2 M |
|
Hafele Investments Inc
✚
|
KY | 57.7 M |
|
Sahara Investment Group LLC
✚
|
NV | 52.6 M |