Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SteelPeak charges fixed fees for financial planning and consulting, ranging from $500 to $5,000, depending on the scope and complexity. Investment management fees range from 0.75% to 1.75% annually, based on assets under management. Fees are prorated and charged quarterly in advance. The firm may offset financial planning fees if the client engages them for investment advisory services. The Firm does take a management fee for its services to Long- Short (discounted to 0.50% per annum for SteelPeak clients from 1.50% per annum for non-SteelPeak clients) and Goal -Line (charged based on each limited partner’s capital commitments and discounted to 1.00% per annum for SteelPeak clients from 1.50% per annum for non-SteelPeak clients).
Areas of Practice
Advisor Information
Office location
155 North Wacker Drive, Suite 4250, Chicago, IL, 60606-1750
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peter is the owner and sole member of Pioneer Trains LLC, a model train retailer, since September 2023. He dedicates minimal time to this non-investment-related business.