Steele Creek Investment Management LLC

Fee-Only (% of Portfolio)

Steele Creek Investment Management manages loan portfolios for its Funds, which primarily invest in broadly syndicated loans. Steele Creek focuses on the acquisition, execution, management, and redemption of loans. The Funds are offered to qualified purchasers, typically institutional investors. Steele Creek does not directly manage investments for individual investors.

Assets Under Management$2.4B
Clients11
AdvisorsN/A
Avg. per Client$220M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Steele Creek Investment Management LLC | TrueAdvisor