Leslie Kreis is a registered investment advisor at Steelhead Capital Management, LLC, based in Fort Worth, TX, with 5 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 21 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steelhead Capital Management manages investments for private funds. Investors in the funds are charged an investment management fee based on the aggregate capital commitments, invested capital, or adjusted capital contributions. The specific fee is negotiated between Steelhead and each fund and is detailed in the fund's offering documents. Steelhead expects these fees to be deducted from the capital called from each fund investor's committed capital on a quarterly basis in advance.
Location
1751 River Run, Suite 400, Fort Worth, TX, 76107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Leslie serves on the boards of certain companies related to his involvement in the Bios Funds. These activities do not constitute a conflict of interest and coincide with the Bios Fund acquisition date of portfolio company investments.
Employment History
Current Registrations
Steelhead Capital Management, LLC
State Registrations1 state
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