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SEC Form ADV · CIK 1801868

STEELPEAK WEALTH, LLC

Firm profile: SteelPeak Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$4.1B
Assets Under Management
5
Total Clients
84
Employees
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Registration Details

CIK
1801868
Accession
crd-165168
Location
LOS ANGELES, CA
Filing Date
July 29, 2026
AUM
$4.1B
Total Clients
5
Institutional Clients
125
Employees
84
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsInvestment CompaniesPooled Investment VehiclesPension PlansCorporations

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $25.4M in combined gross assets.

  • SP CAPITAL OPPORTUNITY I-A LPPrivate Equity Fund$11.6M
  • SP GOAL-LINE GROWTH FUND, LPOther Private Fund$7.9M
  • SP LONG-SHORT EQUITY STRATEGY LPHedge Fund$6.0M
  • ALPHA SUMMIT TAX OPTIMIZATION FUND, LPOther Private Fund—

About this Adviser

STEELPEAK WEALTH, LLC is a registered investment adviser headquartered in LOS ANGELES, CA, managing approximately $4.1B in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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