| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Steele Creek CLO 2019-2, Ltd. | Securitized Asset | $366.3M | $1M |
| Steele Creek CLO 2022-1, Ltd | Securitized Asset | $346.6M | $250K |
| Steele Creek CLO 2019-1, Ltd. | Securitized Asset | $341.3M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Regis Ryan Control | Managing Director | Under 5% | 2013 |
| Glenn Patrick Duffy Control | Chief Investment Officer | Under 5% | 2013 |
| Max C Wagenberg Control | Senior Portfolio Manager/Chief Operating Officer/Chief Compliance Officer | Under 5% | 2020 |
Steele Creek Investment Management LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
Steele Creek Investment Management LLC manages 10 private funds with combined gross assets of $2.2 billion.
Steele Creek Investment Management LLC reports 14 employees.
Steele Creek Investment Management LLC is based in Charlotte, NC and has been SEC-registered since 2014.
Steele Creek Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 South College Street, Suite 1690, Charlotte, NC 28244 |
| Phone | 704-343-6011 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.37B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.37B |