LP Profile

Steele Street Capital

Also known as steele street

Wealth ManagerKittery, United StatesFounded 2012
$141M
Assets Under Management
Kittery
Headquarters
Investment Focus

About Steele Street Capital

Steele Street Capital is a wealth management and financial advisory firm based in Kittery, Maine, formed in 2012 by David Gerasin. It reports about $140 million in assets under management and serves an intentionally small clientele of people who have achieved or aspire to financial success. The firm describes a design-build approach that combines highly customized portfolios with financial planning. Its offerings include wealth management, a low-cost advisory platform called Ascent for investors who prefer a more self-directed approach, and a solutions business for enterprises.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Steele Street Capital from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$140.5M
Total Clients
251
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Steele Street Capital across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Steele Street Capital?

Steele Street Capital is a wealth manager based in Kittery, United States, managing approximately $141M in assets.

Where is Steele Street Capital headquartered?

Steele Street Capital is headquartered in Kittery, United States.

How much does Steele Street Capital manage?

Steele Street Capital manages approximately $141M in assets under management.

When was Steele Street Capital founded?

Steele Street Capital was founded in 2012.

How can I contact Steele Street Capital?

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