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STEEPROCK CAPITAL
2 Soundview Drive
3rd Floor
Greenwich, Connecticut 06830
Tel: 212-218-5055
About STEEPROCK CAPITAL
STEEPROCK CAPITAL, formally registered with the SEC as STEEPROCK CAPITAL. The firm was established in 09/23/2014. They have over 2 offices throughout the country.
STEEPROCK CAPITAL is a Greenwich, Connecticut based Financial Planning firm with nearly $1,455,051,935 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172775 |
| SEC# | 801-80347 |
| Assets Managed by Firm | $1,455,051,935 |
| No. of Clients | 9 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Other (SECTION 3(C)(5)(C) EXEMPT ACCOUNTS AND JOINT VENTURE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $1,455,051,935 |
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