Data / Investment advisers / New Hampshire / Steele Street Capital LLC
Steele Street Capital LLC, Portsmouth, NH: $140 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Steele Street Capital LLC is an SEC registered investment adviser with its main office in Portsmouth, New Hampshire and reports $140 million in regulatory assets under management in its Form ADV filed July 21, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Steele Street Capital LLC (CRD number 331520): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 331520
- SEC file number
- 801-130911
- SEC status
- Approved, effective August 12, 2024
- Main office
- 875 Greenland Road Unit A11, Portsmouth, NH 03801
- Phone
- (207) 475-0060
- Website
- steelestreetcapital.com
- Regulatory AUM
- $140,457,240 in the Form ADV filed July 21, 2026
- Discretionary AUM
- $124,363,724
- Non discretionary AUM
- $16,093,516
- Accounts
- 251
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 31 | $74.5 million |
| Pension and profit sharing plans | 15 | $45.4 million |
| Individuals (other than high net worth individuals) | 48 | $12.9 million |
| Corporations or other businesses | 7 | $7.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $140.5 million | March 13, 2026 |
| December 1, 2025 | $101.7 million | March 31, 2025 |
Other advisers in Portsmouth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Essential Planning, LLC | Portsmouth | $524.4 million | Not listed | adviserinfo.sec.gov |
| Harbor Advisory Corporation | Portsmouth | $480.9 million | Not listed | adviserinfo.sec.gov |
| Cornerstone Financial Planning, LLC | Portsmouth | $400.7 million | Not listed | adviserinfo.sec.gov |
| Secure Planning | Portsmouth | $187 million | Not listed | adviserinfo.sec.gov |
| Four Tree Island Advisory LLC | Portsmouth | $182.2 million | Not listed | adviserinfo.sec.gov |
| Saltbox Financial LLC | Portsmouth | $104.6 million | Not listed | adviserinfo.sec.gov |
| Drew Wealth Management | Portsmouth | $102.3 million | Not listed | adviserinfo.sec.gov |
| Capital Design Private Wealth LLC | Portsmouth | $96 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portsmouth, NH
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Steele Street Capital LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.