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STEELE CREEK INVESTMENT MANAGEMENT LLC
CRD 170209 · SEC 801-79139
201 SOUTH COLLEGE STREET, SUITE 1690, CHARLOTTE, NC, 28244, United States
Phone
704-343-6011
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.74B
Discretionary AUM
$1.74B
Team
12 total employees; 12 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Business development companies | 1 | $125.8M |
| Pooled investment vehicles | 10 | $1.61B |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD