Steben & Company, LLC

Overview

Steben & Company, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2005. The firm serves an institutional client base and operates as a capital allocator, charging fees as a percentage of assets under management. Its stated business activities include acting as a CPO or CTA and providing portfolio management for pooled investment vehicles as well as selecting other advisers. Ownership is noted as including a domestic entity and an individual. The firm does not identify as an active ESG investor. Steben & Company lists affiliations that include broker-dealer relationships and other investment adviser connections in addition to its CPO/CTA role. The combination of pooled-vehicle portfolio management and third‑party manager selection positions the firm to run or oversee specialist investment programs rather than offering broad retail wealth management.

Assets & Accounts

Investments & Alternatives