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Building 2STEELE CREEK INVESTMENT MANAGEMENT LLC

Map pinCHARLOTTE, NC
Phone704-343-6011
NotebookSEC #801-79139
Total AUM
$1.7B
Employees
12
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 SOUTH COLLEGE STREET
SUITE 1690
CHARLOTTE
NC 28244
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
704-343-6011

ReceiptFinancials

Total AUM
$1.7B
Accounts
11
Discretionary
$1.7B
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Business Development Company Clients
1
AUM
$125.8M
Pooled Vehicle Clients
10
AUM
$1.6B

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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