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SteeLPath Fund Advisors LLC (Dallas)


SteeLPath Fund Advisors LLC is a large advisory firm based in Dallas. It manages $1.86 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Texas.

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SteeLPath Fund Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

SteeLPath Fund Advisors: assets under management

The assets under management (AUM) of SteeLPath Fund Advisors LLC is $1.86 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2220% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.86 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $265.09 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay SteeLPath Fund Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where SteeLPath Fund Advisors LLC performs its advisory services is located at 2100 Mckinney Avenue, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-740-6040 or by fax 214-740-6041. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.steelpath.com.


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