STEELPOINT CAPITAL PARTNERS, LP

Adviser information for STEELPOINT CAPITAL PARTNERS, LP last updated from Form ADV on March 31st, 2023. 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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
Compensation

Identifiers

SEC RIA File Number 802-119476
SEC ERA File Number 802-119476
SEC CIK Numbers None
SEC CRD Numbers 158405
Legal Entity Identifier None

Principal Office

1317 EDGEWATER DRIVE
#4211
ORLANDO
FL
United States
Monday - Friday, 8AM - 5PM
Tel: 323-314-8565, Fax: 858-764-8710

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
STEELPOINT CO-INVESTMENT FUND, LLC Private Equity Fund $13.7M $0.0M 29

Control Persons

Name Type Entity Title Since Ownership
CACCAVO, JAMES Individual CHIEF EXECUTIVE OFFICER, LIMITED PARTNER 03/2003 > 75%
CACCAVO, JAMES Individual STEELPOINT HOLDINGS, LLC MANAGING MEMBER 06/2003 > 75%
STEELPOINT HOLDINGS, LLC Domestic Entity GENERAL PARTNER 06/2003 < 5%

No. Employees, Historic

000202020212022202320240 on 8/17/20200 on 3/23/20210 on 3/15/20220 on 3/31/20230 on 3/31/2023