STEELEHARBOUR MANAGEMENT COMPANY LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SARASOTA, Florida
CRD number
308979
Registered since
April 13, 2020

Firm profile

FINTRX

Overview

Steeleharbour Management Company LLC is a limited liability company that registered with the SEC in 2020. The firm is structured to sponsor and serve as general partner or managing member for pooled investment vehicles rather than to operate as a traditional multi-client advisory firm. The dataset classifies the firm as unclassified and identifies its owner type as a mix of a domestic entity and an individual. Regulatory and profile flags indicate Steeleharbour is not positioned as a capital allocator, is not a multi-state adviser, and is not identified as an active ESG investor. Public-facing business-activity and fee details are not included in the source data, so the firm’s client segmentation and advisory fee model are not specified there.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • CHRISTOPHER MCGREW

    Founding Partner & Chief Executive OfficerCRD 7248280

  • ROBERT FRANCO

    Chief Financial OfficerCRD 7248283

Contacts

1 of 1
  • DEEPAK HATHIRAMANI

    Founding PartnerCRD 7248281

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
1605 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth