STEELE STREET PRIVATE WEALTH MANAGEMENT

Overview

Steele Street Private Wealth Management is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and families. Registered with the SEC in 2021, the firm runs a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth management and project-based advice. Investment activity centers on traditional public fund vehicles as the core sleeve, supplemented by allocations to third‑party alternative managers. The firm is not positioned as a capital allocator; instead it relies on outside fund managers for private equity, venture capital, hedge funds, private placements and real estate exposure. Steele Street does not list ESG as an active investment priority. Nearly all client relationships are managed on a discretionary basis, indicating advisors typically implement and rebalance client portfolios without seeking trade-by-trade client approval.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices