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STEELE STREET CAPITAL LLC
CRD 331520File 801-130911
APPROVED
Retail clients
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$140.5M
Bottom 25% of cohort (national)
Discretionary AUM
$124.4M
Non-discretionary $16.1M
Clients
101
251 accounts
Employees
3
Bottom 25% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 12, 2024
- Principal office
- 875 GREENLAND ROAD, UNIT A11, PORTSMOUTH, NH, 03801
- Phone
- 207-475-0060
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $140.5M
- Discretionary AUM
- $124.4M
- Non-discretionary AUM
- $16.1M
- Discretionary accounts
- 238
- Non-discretionary accounts
- 13
- Total accounts
- 251
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $7.6M |
| High net worth individuals | 31 | $74.5M |
| Pension and profit sharing plans | 15 | $45.4M |
| Individuals (other than high net worth individuals) | 48 | $12.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.