SteeLPath Capital Management LLC is a large advisory firm based in Dallas. It manages $365.58 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Colorado, Connecticut, and 7 other states.
SteeLPath Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and investment advice to private funds. 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 SteeLPath Capital Management LLC is $365.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 399% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay SteeLPath Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where SteeLPath Capital Management LLC performs its advisory services is located at 2100 Mckinney Avenue, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in Lakewood, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-740-6040 or by fax 214-740-6041. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.steelpath.com.