A complete list of active advisors currently associated with Steelhead Capital Management LLC
Warmer can help you find a great advisor at Steelhead Capital Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Steelhead Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Issaquah, WA
| 0
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