Steamboat Capital Partners, LLC

RIASEC RegisteredEst. 2016
Total AUM
$516M
Discretionary
$516M
100% of AUM
Avg account
$85.9M
Accounts
6
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
173141
Registered since
July 6, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Steamboat Capital Partners, LLC is a privately held investment manager organized as an LLC and registered with the SEC since 2016. The firm operates as a hedge fund manager serving institutional clients and provides portfolio management for pooled investment vehicles. It acts in sponsor and general partner roles for pooled vehicles it manages, and its fee schedule combines a percentage-of-assets fee with performance-based compensation. Steamboat does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • Jeffrey Rose

    CCOCRD 6268238

  • Parsa Kiai

    Portfolio ManagerCRD 4690729

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth