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Steben & Company, LLC

● SEC registered since 2005CRD 117808SEC# 801-64686Excelsior, MN
Export (members)
Reg. AUM
$108.1M
Employees
8
Accounts
1
Location
Excelsior, MN

Steben & Company, LLC assets under management

Steben & Company, LLC is an SEC-registered investment adviser based in Excelsior, MN. The firm has been registered since 2005. It reports $108.1 million in regulatory assets under management and employs 8 people.

Steben & Company, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brian F HullChief Compliance OfficerUnder 5%2012
Jon Chadwick EssenChief Financial OfficerUnder 5%2020
Kevin Michael Kinzie ControlChief Executive OfficerUnder 5%2019
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Frequently asked questions

How much does Steben & Company, LLC manage?

Steben & Company, LLC reports $108.1 million in regulatory assets under management on its Form ADV.

How many employees does Steben & Company, LLC have?

Steben & Company, LLC reports 8 employees.

Where is Steben & Company, LLC located?

Steben & Company, LLC is based in Excelsior, MN and has been SEC-registered since 2005.

Does Steben & Company, LLC disclose fund performance?

Steben & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address687 Excelsior Blvd., Excelsior, MN 55331
Phone952-767-6900
Fax952-767-2926
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1146224
Discloses disciplinary historyNo

Assets under management

Discretionary$108.1M
Non-discretionary$0
Total (RAUM)$108.1M