STEADVIEW CAPITAL MANAGEMENT LLC
Latest filing: Mar 27, 2025 (128 days ago)
AUM
$3,038,348,147
7% change vs. 1 year ago
-42% change vs. 3 years ago
14% change vs. 5 years ago
322% change vs. 10 years ago
Employee Count
24
0% change vs. 1 year ago
26% change vs. 3 years ago
500% change vs. 5 years ago
380% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
ONE LETTERMAN DRIVE, SAN FRANCISCO, CA, UNITED STATES, 94129
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.0 |
| Non-Discretionary | $0.0 |
| Total | $3.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.0 |
| Institutional | $0.0 |
| Total | $3.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| STEADVIEW INVESTMENT RESEARCH LLC | $0.0 | - | |
| STEADVIEW CAPITAL INTERMEDIATE FUND GP LTD. | $0.0 | - | |
| STEADVIEW CAPITAL UK LLP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $3.0 | $0.0 | 0% | 24 | 0 | 0% |
| 2025-04-21 | $3.0 | $0.0 | 0% | 24 | 0 | 0% |
| 2024-04-02 | $2.9 | $0.2 | 7% | 24 | 0 | 0% |
| 2023-04-04 | $2.8 | $0.2 | 7% | 24 | 0 | 0% |
| 2022-04-01 | $5.2 | -$2.2 | -42% | 19 | 5 | 26% |
| 2021-04-05 | $3.2 | -$0.1 | -5% | 9 | 15 | 167% |
| 2020-04-01 | $2.7 | $0.4 | 14% | 4 | 20 | 500% |
| 2019-04-01 | $2.7 | $0.4 | 14% | 4 | 20 | 500% |
| 2018-04-02 | $2.2 | $0.8 | 36% | 4 | 20 | 500% |
| 2017-04-01 | $1.2 | $1.8 | 146% | 4 | 20 | 500% |
| 2016-04-01 | $1.1 | $1.9 | 171% | 2 | 22 | 1100% |
| 2015-04-01 | $0.7 | $2.3 | 322% | 5 | 19 | 380% |
| 2014-04-01 | $0.4 | $2.6 | 632% | 5 | 19 | 380% |
| 2013-04-01 | $0.1 | $2.9 | 2282% | 5 | 19 | 380% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV