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Steward Inc.

CRD 314340SEC# 801-122505Washington, DC
Export (members)
No longer SEC-registered. Steward Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$46.4M
Employees
3
Accounts
258
Location
Washington, DC

Steward Inc. assets under management

Steward Inc. is an SEC-registered investment adviser based in Washington, DC. It reports $46.4 million in regulatory assets under management and employs 3 people.

Steward Inc. owners & executives

1 reported
NameTitleOwnershipSince
Ami Nash Shah ControlChief Executive Officer & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Steward Inc. manage?

Steward Inc. reports $46.4 million in regulatory assets under management on its Form ADV.

How many employees does Steward Inc. have?

Steward Inc. reports 3 employees.

Where is Steward Inc. located?

Steward Inc. is based in Washington, DC.

Does Steward Inc. disclose fund performance?

Steward Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14 Ridge Square NW, Suite 300, Washington, DC 20016
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$46.4M
Non-discretionary$0
Total (RAUM)$46.4M