STEBEN & COMPANY, LLC
Firm details
- Headquarters
- EXCELSIOR, Minnesota
- CRD number
- 117808
- Registered since
- September 13, 2005
- Website
- www.steben.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Steben & Company, LLC operates as a small, institutional-focused capital allocator and commodity trading adviser. The firm is registered with the SEC and has been active since 2005. Its advisory mandate centers on pooled investment vehicles and the selection of other advisers, consistent with CPO/CTA activity. That positioning points to a manager that either runs a single pooled vehicle or concentrates its resources on one institutional relationship rather than broad retail distribution. Investment activity is focused on managed futures and commodity exposures. The firm does not market itself as an ESG investor and is not set up as a multi-state adviser. Business affiliations include relationships with a broker-dealer and other registered investment advisers, alongside its CPO/CTA role. Steben & Company, LLC uses a percentage-of-AUM fee model and profiles its client base as institutional.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JON ESSEN
Chief Financial OfficerCRD 2469593
KEVIN KINZIE
Founder & CEOCRD 4384324
BRIAN HULL
Chief Compliance OfficerCRD 2685889
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EXCELSIOR, MN
HENNEPIN
Location
EXCELSIOR, MN
Headquartered in EXCELSIOR, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 687 Excelsior Blvd
- Time zone
- CT (UTC-6)
- Office locations
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