SteeLPoint Capital Partners, LP is a mid-sized advisory firm based in Carlsbad. It manages $52.04 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.
SteeLPoint Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of SteeLPoint Capital Partners, LP is $52.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay SteeLPoint Capital Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of SteeLPoint Capital Partners is pooled investment vehicles with 3 clients and $52.04 million of assets under management. Among the 1 most similar advisory firms, SteeLPoint Capital Partners has the 0th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $52.04 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
SteeLPoint Capital Partners also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $1,000,000.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where SteeLPoint Capital Partners, LP performs its advisory services is located at 2081 Faraday Ave, Carlsbad, CA 92008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-764-8711 or by fax 858-764-8710. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at steelpointcp.com/.