Steelhead Partners, LLC

RIASEC RegisteredEst. 2006
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$359M
Accounts
7
Employees
12
Advisory reps
7

Firm details

Headquarters
Seattle, Washington
CRD number
116569
Registered since
January 23, 2006
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.9%
  • Corporations / Businesses0.1%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Steelhead Partners, LLC is a hedge-fund manager organized as a limited liability company and registered with the SEC since 2006. The firm serves institutional clients and acts as sponsor, general partner and managing member for pooled investment vehicles. Its regulatory activities include operating as a CPO/CTA and providing portfolio management for pooled funds as well as for businesses and institutions. Compensation is a mix of asset-based fees and performance-linked fees, with other fee arrangements also possible. The firm does not identify as an active ESG investor, and it is not presented as a multi-state adviser or pension consultant in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

2 of 2
  • Brent Binge

    Brent Binge

    General Counsel & Chief Compliance OfficerCRD 4771438

  • Grant Hulse

    Grant Hulse

    Chief Financial OfficerCRD 5893866

Contacts

3 of 5
  • James Johnston

    Co-FounderCRD 2823931

  • Aimee Hirata

    Aimee Hirata

    Head of Product StrategyCRD 4605755

  • Brian Klein

    MemberCRD 2174601

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
800 5th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth