STEADVIEW CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$240M
Accounts
11
Employees
28
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
164661
Registered since
September 19, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Steadview Capital Management LLC is an SEC-registered investment manager formed as an LLC in 2012 that serves institutional clients. The firm operates as a multi-strategy manager with both hedge fund and private equity activities and is organized to sponsor and manage pooled investment vehicles. Its fee schedule combines asset-based fees with performance-linked compensation. Steadview also performs roles typical of a sponsor or general partner and is involved in commodity pool or trading adviser activities and portfolio management for pooled funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • CHRISTIAN HILDENBRAND

    Chief Compliance Officer & General CounselCRD 6028205

  • Jonathan Collins

    Chief Financial OfficerCRD 7309368

  • KALP PAREKH

    Chief Operating OfficerCRD 7516063

Contacts

1 of 1
  • RAVI MEHTA

    Managing DirectorCRD 4829441

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth