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STEADVIEW CAPITAL MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 164661 · IAPD ↗ · steadview.com · 2124040345

$2.64BRegulatory AUM
13Advisory reps
28Employees
1Clients
0Planning clients
7Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — STEADVIEW CAPITAL MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — STEADVIEW CAPITAL MANAGEMENT LLC grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
35
April 2025 — STEADVIEW CAPITAL MANAGEMENT LLC moved its main office from LONDON, to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
April 2024 — STEADVIEW CAPITAL MANAGEMENT LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.