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 hedge fund-style registered investment adviser that focuses on institutional clients and manages pooled investment vehicles. The firm, registered with the SEC in 2016, charges a combination of asset-based and performance fees and performs portfolio management for its commingled funds. It does not present itself as an active ESG investor and is not flagged as a multi-state adviser. Steamboat also serves in sponsor and general partner roles, acting as managing member of the pooled vehicles it runs.

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

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