STIEVEN CAPITAL ADVISORS, L.P.

RIASEC RegisteredEst. 2005
Total AUM
$563M
Discretionary
$563M
100% of AUM
Avg account
$282M
Accounts
2
Employees
8
Advisory reps
3

Firm details

Headquarters
SAINT LOUIS, Missouri
CRD number
136106
Registered since
September 7, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stieven Capital Advisors, L.P. is a Delaware-style limited partnership operating as a hedge fund manager with an institutional client base. The adviser is SEC-registered since 2005 and functions as a sponsor/GP and as a CPO/CTA, indicating it both runs pooled vehicles and provides commodity trading/manager-of-managers style services. Its advisory mandate is portfolio management for pooled investment vehicles, and its fee arrangement combines a percentage of assets under management with performance-based fees. The firm is structured to serve institutional investors through pooled funds rather than separately managed accounts. It does not self-identify as an active ESG investor and is not designated as a multi-state or newly formed adviser. Reporting indicates no related-adviser relationship and no pension-consulting focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • MARK ROSS

    Chief Compliance OfficerCRD 2768023

Contacts

2 of 2
  • JOSEPH STIEVEN

    ChairmanCRD 1372823

  • STEPHEN COVINGTON

    Managing DirectorCRD 2726811

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

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
12412 Powerscourt Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth