STEADY RETURNS
STEADY RETURNS, LLC Legal Name
Adviser information for STEADY RETURNS last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 514 | $127.6M |
| Non-Discretionary | 0 | $0 |
| Total | 514 | $127.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 257 | $50.6M |
| HNW Individuals | 55 | $77.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMPerformance-based feesSOLICITOR FEES |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 18.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SELF-SPONSORED WRAP FEE PROGRAM | STEADY RETURNS |
Identifiers
| SEC RIA File Number | 801-121868 |
|---|---|
| SEC ERA File Number | 801-121868 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 166834 |
| Legal Entity Identifier | None |
Principal Office
10304 SW CAPTIVA DR.PORT ST. LUCIE
FL
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (561) 400-5970, Fax: (772) 382-2789
Chief Compliance Officer
MICHAEL BURR
MANAGING MEMBER
7027 EDENDERRY DRIVE
CHARLOTTE
NC
United States
Tel:
(772) 919-1378
Fax:
(772) 382-2789
M***@*****************M
(Full email address available in API data)
Regulatory Contact
CHRISTOPHER VINCENT BURR
MANAGING MEMBER
10304 SW CAPTIVA DR.
PORT ST. LUCIE
FL
United States
Tel:
(561) 400-5970
C****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BURR, MICHAEL, WILLIAM | Individual | – | MANAGING MEMBER & CCO | 05/2013 | 50-75% |
| BURR, CHRISTOPHER, VINCENT | Individual | – | MANAGING MEMBER | 05/2013 | 50-75% |