Steele Creek Investment Management LLC

Steele Creek Investment Management LLC (CRD# 170209) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,167,928,683 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
201 South College Street, Suite 1690, Charlotte, NC 28244
https://www.moelisassetmanagement.com
By the Numbers
  • Total Assets Under Management
    3,168
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $287,993,517
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Steele Creek Investment Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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