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STEELE STREET CAPITAL LLC
CRD 331520 · SEC 801-130911
1 ME-236, SUITE 3, KITTERY, ME, 03904, United States
Phone
207-475-0060
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.5M
Discretionary AUM
$124.4M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $12.9M |
| High net worth individuals | 31 | $74.5M |
| Pension/profit sharing plans | 15 | $45.4M |
| Corporations/business entities | 7 | $7.6M |
States served
ME, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD