Steeprock Capital
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 172775
- Registered since
- September 23, 2014
- Website
- www.steeprockcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies81.21%
- Other10.42%
- Pooled Investment Vehicles8.36%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Steeprock Capital is an SEC-registered institutional RIA that focuses on managing pooled investment vehicles for institutional clients. Registered in 2014 and organized as a limited liability company under individual ownership, the firm charges both asset-based fees and performance-linked fees, and it reports portfolio management for pooled vehicles as its primary advisory activity. Steeprock does not identify as an active ESG investor, is not multi-state registered, and does not describe itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1Trisha Creta
Chief Compliance OfficerCRD 7326942
Contacts
2 of 2
Matthew Mitchell
Co-Founder & Co-Managing PartnerCRD 6387266

John Bucci
Co-Founder and Co-Managing PartnerCRD 2674334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 2 Sound View Dr
- Time zone
- ET (UTC-5)
- Office locations
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