STEEL GROVE CAPITAL ADVISORS, LLC
SEC RegisteredWe provide extraordinary services and experiences for extraordinary families and individuals.
About the firm
As a leading independent multi-family office, Steel Grove tailors investment strategies to the unique needs of individuals, families, and institutions, aligning interests by investing alongside clients to foster a collaborative partnership. Founded by a former Goldman Sachs executive and founder of a mutual fund company, the firm is investment-led and offers family office, wealth management, asset management, and strategic advisory services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Family office services (pre-transaction planning, estate and tax planning, strategic wealth planning, investment management, risk management, credit and lending advisory, insurance advisory, cash flow analysis, philanthropy advisory, next generation education, lifestyle resources); wealth management (distinctive investment management, asset allocation, tax efficiency, private investments, reporting); asset management (proprietary globally focused portfolio strategies); and strategy services (business and personal strategic planning, executive coaching, next generation coaching and education).
Who they serve
Entrepreneurial individuals, families, and institutions, including first-generational entrepreneurs, PE-backed entrepreneurs, multi-generational business owners, technology entrepreneurs, private equity partners, and institutions and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 36 | $8.9M |
| High Net Worth Individuals | 831 | $1.5B |
| State/Municipal Entities | 11 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STEEL GROVE CAPITAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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