The STEEL PEAK WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $4.15Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. STEEL PEAK WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 187.49% over the last 5-years.
The Group has been registered with the SEC for 13.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at 1880 CENTURY PARK EAST SUITE 1017, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 84 employees comprised of 35 investment and 49 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $4.15Bn in assets advised are owned by 4 private funds, 1 public fund and BDCs and 146 other accounts. Assets of High Net Worth Individuals clients own $3.23Bn or 77.85% of Total Assets and Individuals own $455.18mn or 10.97% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and Multi Strat, representing 76.09%, 23.52% and 0.39% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 3 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 3 Custodians and 4 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
STEEL PEAK WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.