STEWARD CAPITAL MANAGEMENT
STEWARD CAPITAL MANAGEMENT, INC. Legal Name
Adviser information for STEWARD CAPITAL MANAGEMENT last updated from Form ADV on March 21st, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 51 | $32.7M |
| Non-Discretionary | 34 | $105.0M |
| Total | 85 | $137.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22 | $8.6M |
| HNW Individuals | 7 | $22.6M |
| 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 | <5 | $13,593 |
| State or municipal gov entities | <5 | $38.3M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 20 | $68.2M |
| 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 businessesPortfolio management for businesses or institutional clientsREAL ESTATE INVESTMENT SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-32202 |
|---|---|
| SEC ERA File Number | 801-32202 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 104936 |
| Legal Entity Identifier | None |
Principal Office
21 EAST LONG LAKE ROADSUITE 200
BLOOMFIELD HILLS
MI
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 248-647-5990, Fax: 248-647-0537
Websites
Chief Compliance Officer
JESSICA D. HITE
21 EAST LONG LAKE ROAD
SUITE 200
BLOOMFIELD HILLS
MI
United States
Tel:
248-901-1516
Fax:
248-647-0537
J****@*****************M
(Full email address available in API data)
Regulatory Contact
ANMAR SARAFA
PRESIDENT
21 E. LONG LAKE ROAD
STE. 200
BLOOMFIELD HILLS
MI
United States
Tel:
248-901-1524
A******@*****************M
(Full email address available in API data)
Industry Affiliates
| HAITHEM K. SARAFA, J.D., P.C. DBA GREAT AMERICAN BROKERS | Real estate broker or dealer |
| STEWARD OPPORTUNIY MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| STEWARD REAL ESTATE MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STEWARD REAL ESTATE PARTNERS FUND I, LP | Real Estate Fund | $20.1M | $0.0M | 3 |
| WCERS OPPORTUNITY FUND, LP | Real Estate Fund | $18.2M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SARAFA, ANMAR, KARIM | Individual | – | PRESIDENT | 02/1988 | > 75% |
| Hite, Jessica | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2018 | < 5% |