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Building 2STEELPOINT CAPITAL PARTNERS, LP

Map pinCARLSBAD, CA
Phone858-764-8711
NotebookSEC #801-73389
Total AUM
$52M
Employees
5
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2081 FARADAY AVE
CARLSBAD
CA 92008
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
858-764-8711

ReceiptFinancials

Total AUM
$52M
Accounts
3
Discretionary
$52M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$52M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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