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 LLC is an SEC-registered investment adviser that began operating in 2014 and is owned by an individual. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. Its compensation includes both a percentage-of-assets fee and performance-based fees, which aligns with arrangements commonly used when managers allocate to third‑party funds or run pooled vehicles. Steeprock does not market itself as an ESG investor, is not a multi-state adviser, and is not identified as a capital allocator.
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%
Contacts
3 of 3
John Bucci
Co-Founder and Co-Managing PartnerCRD 2674334

Matthew Mitchell
Co-Founder & Co-Managing PartnerCRD 6387266
Trisha Creta
CRD 7326942
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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