SEC Form ADV · CIK 1801868

STEELPEAK WEALTH, LLC

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

Registered Investment AdviserCAPrivate EquityHedge Fund

$4.1B

Assets Under Management

8,591

Total Clients

Get LP Contact Details

Registration Details

CIK: 1801868
Accession: CRD-165168
Location: WOODLAND HILLS, CA
Filing Date: March 25, 2026
AUM: $4.1B
Total Clients: 8,591
Amendment: No
SEC EDGAR: View original filing →

Investment Strategies

Private EquityHedge Fund

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 WOODLAND HILLS, CA, managing approximately $4.1B in assets across 8,591 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings