Steelhead Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steelhead Capital Management LLC offers discretionary portfolio management for individuals, including high‑net‑worth clients, alongside non‑discretionary fixed‑fee financial planning delivered as formal written plans with scheduled quarterly reviews. The firm focuses portfolio assets exclusively on US‑listed equities and imposes investment restrictions clients may document in writing.
The adviser follows a long‑term value investing discipline, combining deep fundamental analysis of multi‑year financial statements and 10‑K filings with constrained technical tools (candlestick patterns and volume‑spread analysis) and typically maintains a concentrated portfolio of high‑conviction holdings. Trading authority is discretionary for managed accounts, limited to liquid US equities with limited use of options for hedging, and excludes commodities, cryptocurrencies, NFTs, leverage, and complex derivatives; a performance‑based fee tier is offered to qualified clients and is administered with automated custodian fee processing.
The firm is newly formed and reported no regulatory assets under management at the time of filing; it requires clients to custody accounts at a single qualified custodian to support its operational model. Compared with peers in this regulatory category, Steelhead’s combination of fixed‑fee quarterly financial planning, individualized discretionary portfolio management, an automated performance‑fee administration framework, and an explicit absence of private fund advisory activity is relatively uncommon.
Client services
Expertise
Occupation focus
Fee options
$2,000 per year billed quarterly at $500 per quarter for fixed fee financial planning services
25.00% of net profits in excess of a 6.00% cumulative annual non-compounded preferred return hurdle, calculated quarterly with a perpetual high-water mark and loss carryforward
Account minimum: $1,100,000 minimum assets under management for performance-based fee clients; no minimum for fixed-fee financial planning clients
Main office
Issaquah WA
Advisors at this office
1
Most active in
Washington
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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