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STEELE CREEK INVESTMENT MANAGEMENT LLC

CHARLOTTE, NC · CRD 170209 · IAPD ↗ · moelisassetmanagement.com · 704-343-6011

$1.74BRegulatory AUM
12Advisory reps
12Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — STEELE CREEK INVESTMENT MANAGEMENT LLC reported RAUM down 27% ($2.37B -> $1.74B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — STEELE CREEK INVESTMENT MANAGEMENT LLC reported RAUM down 25% ($3.17B -> $2.37B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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