The STEWARD CAPITAL MANAGEMENT is a privately held investment adviser that advises $95.15mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. STEWARD CAPITAL MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 53.82% over the last 5-years.
The Group has been registered with the SEC for 38.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 21 EAST LONG LAKE ROAD SUITE 200, BLOOMFIELD HILLS, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 1 investment and 4 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $95.15mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 22 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $40.84mn or 42.93% of Total Assets and High Net Worth Individuals own $34.12mn or 35.86% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 62.81% and 37.19% of total assets, respectively.
They advise 4 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $39.8mn in assets.
The Group discloses advisory fees, management fees and performance-based fees.
STEWARD CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.