STEP AHEAD CAPITAL, LLC
Firm details
- Headquarters
- HERMOSA BEACH, California
- CRD number
- 315229
- Registered since
- May 24, 2026
Firm profile
FINTRXOverview
Step Ahead Capital, LLC is organized as a limited liability company and is recorded as SEC-registered in 2026. The firm is owned by an individual and is listed in the source data as an unclassified adviser rather than under a standard subcategory. It is not identified as an active ESG investor, does not report multi-state advisory status, and is marked as not being a capital allocator or a related adviser. The firm’s reported roles extend beyond a typical adviser: it is identified as an Other Investment Adviser and a Law Firm, and it also appears as a sponsor, general partner, or managing member of pooled investment vehicles. Public disclosures in the source do not include a client roster or a fee schedule.
Assets & Accounts
Investments & Alternatives
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
1 of 1JULIAN ZEGELMAN
General Counsel & Chief Compliance OfficerCRD 7080652
Contacts
1 of 1Rostislav Shorgin
General PartnerCRD 7413876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HERMOSA BEACH, CA
LOS ANGELES
Location
HERMOSA BEACH, CA
Headquartered in HERMOSA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 111 Pier Ave
- Time zone
- PT (UTC-8)
- Office locations
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