STEELE CREEK INVESTMENT MANAGEMENT LLC
CRD #170209 SEC #801-79139 CHARLOTTE, NC 704-343-6011
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.4B
Employees
14
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.4B | $2.4B | $0 | 14 | 0 |
| Mar 2025 | $2.4B | $2.4B | $0 | 14 | 0 |
| Mar 2024 | $3.2B | $3.2B | $0 | 14 | 0 |
| Mar 2023 | $3.3B | $3.3B | $0 | 14 | 0 |
| Mar 2022 | $3.4B | $3.4B | $0 | 15 | 0 |
| Mar 2021 | $3.2B | $3.2B | $0 | 15 | 0 |
| Mar 2020 | $3.4B | $3.4B | $0 | 14 | 0 |
| Sep 2019 | $2.9B | $2.9B | $0 | 11 | 0 |
| Mar 2019 | $2.9B | $2.9B | $0 | 11 | 0 |
| Jan 2019 | $1.7B | $1.7B | $0 | 12 | 0 |
| Mar 2018 | $1.7B | $1.7B | $0 | 12 | 0 |
| Mar 2017 | $1.1B | $1.1B | $0 | 8 | 1 |
| Mar 2016 | $801.8M | $801.8M | $0 | 8 | 1 |
| Apr 2015 | $557.9M | $557.9M | $0 | 7 | 1 |
| Mar 2015 | $570.1M | $570.1M | $0 | 7 | 1 |
| Jul 2014 | $170.9M | $170.9M | $0 | 7 | 1 |
| Feb 2014 | $0 | $0 | $0 | 7 | 1 |
| Feb 2014 | $0 | $0 | $0 | 7 | 1 |
| Jan 2014 | $0 | $0 | $0 | 7 | 1 |
DateApr 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2024
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees14
Clients0
DateSep 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees11
Clients0
DateJan 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees12
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients1
DateMar 2016
Total AUM$801.8M
Discretionary$801.8M
Non-Disc.$0
Employees8
Clients1
DateApr 2015
Total AUM$557.9M
Discretionary$557.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2015
Total AUM$570.1M
Discretionary$570.1M
Non-Disc.$0
Employees7
Clients1
DateJul 2014
Total AUM$170.9M
Discretionary$170.9M
Non-Disc.$0
Employees7
Clients1
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients1
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients1
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients1