Steel Peak Wealth Management is a fund manager in Woodland Hills with $2.16 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
461173026
SEC advisor number
801-77132
FINRA CRD number
165168
AUM ?
$1.89 bn
(as of 31 Aug 23)
Accounts
6,027
(as of 31 Aug 23)
Employees
37
(20 investment advisory or research)
Address
Steel Peak Wealth Management
21650 OXNARD TREET, SUITE 2300
WOODLAND HILLS
CA 91367
21650 OXNARD TREET, SUITE 2300
WOODLAND HILLS
CA 91367
Phone
(818) 835-8720
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Steel Peak Wealth Management, LLC | $2.16 bn | |
SP Capital Opportunity I-a LP | Private Equity Fund | |
SP Capital Opportunity I-b LP | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21