{
  "crd_number": 331520,
  "slug": "steele-street-capital-llc-portsmouth-nh-331520",
  "primary_business_name": "STEELE STREET CAPITAL LLC",
  "legal_name": "STEELE STREET CAPITAL LLC",
  "dbas": [],
  "city": "Portsmouth",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-08-12",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 140457240.0,
  "raum_discretionary": 124363724.0,
  "raum_non_discretionary": 16093516.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12892278.0,
      "count": 48
    },
    "pension_profit_sharing": {
      "raum": 45389947.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 74542583.0,
      "count": 31
    },
    "corporations_other_businesses": {
      "raum": 7632432.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "ME",
    "NH",
    "TX"
  ],
  "websites": [
    "https://steelestreetcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331520",
  "city_as_filed": "PORTSMOUTH",
  "url": "https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520",
  "display_name": "Steele Street Capital LLC",
  "summary": "Steele Street Capital LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Steele Street Capital LLC (CRD 331520): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Steele Street Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Steele Street Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Steele Street Capital LLC located?",
      "a": "Steele Street Capital LLC's principal office is in Portsmouth, NH, according to its Form ADV."
    },
    {
      "q": "Is Steele Street Capital LLC registered with the SEC or a state?",
      "a": "Steele Street Capital LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331520."
    },
    {
      "q": "How much does Steele Street Capital LLC manage?",
      "a": "Steele Street Capital LLC reports $140,457,240 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (89% discretionary)."
    },
    {
      "q": "How have Steele Street Capital LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Steele Street Capital LLC: Regulatory assets under management: $0 in the October 2024 data and $140,457,240 in the October 2026 data. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Steele Street Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (31); pension and profit sharing plans (but not the plan participants or government pension plans) (15)."
    },
    {
      "q": "Which custodians does Steele Street Capital LLC use?",
      "a": "Steele Street Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and Voya Investments Distributor, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Steele Street Capital LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331520"
    },
    {
      "q": "What changed in Steele Street Capital LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $101,696,161 to $140,457,240 (+38%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-09-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 101696161.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 140457240.0,
      "total_employees": 3,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $101,696,161 to $140,457,240 (+38%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Voya Investments Distributor, LLC",
      "name_as_filed": "VOYA INVESTMENTS DISTRIBUTOR, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 48,
      "fewer_than_5": false,
      "raum": 12892278.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 74542583.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 45389947.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 7632432.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331520",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}