Steelhead Capital Management, LLC

RIASEC Registered
Total AUM
$203M
Discretionary
$203M
100% of AUM
Avg account
$10.1M
Accounts
20
Employees
6
Advisory reps
0

Firm details

Headquarters
Fort Worth, Texas
CRD number
173440
Registered since
October 9, 2019
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Steelhead Capital Management, LLC is a limited liability company that operates as a venture capital fund manager and capital allocator focused on institutional clients. The firm is SEC-registered (registered in 2019) and primarily provides portfolio management for pooled investment vehicles. It also serves as sponsor, general partner, and managing member of pooled vehicles it advises. The firm charges fixed fees and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
1751 River Run
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth