ESTEP CAPITAL MANAGEMENT
CRD #134250 SEC #801-63920 MATTHEWS, NC 704-995-2935
SEC Registered
Total AUM
$30M
Discretionary
$30M
Employees
1
Clients
0
Accounts
82
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $30M | $30M | $0 | 1 | 26 |
| Jul 2010 | $10M | $10M | $0 | 5 | -- |
| Oct 2009 | $5M | $5M | $0 | 5 | -- |
| Feb 2005 | $0 | $0 | $0 | 5 | -- |
| Feb 2005 | $0 | $0 | $0 | 5 | -- |
DateJan 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients26
DateJul 2010
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--