Steel Peak Wealth Management Overview
- Type
-
Wealth Management Firm
- Founded
-
2012
- Professionals
-
23
- AUM
-
00.00
Steel Peak Wealth Management General Information
Description
SteelPeak Wealth Management is an independent wealth management firm that helps individuals and families achieve their financial aspirations. Established in 2012, the firm builds wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. The assets of the firm are managed by the executive management team.
Contact Information
Website
steelpeakwealth.com
Year Founded
2012
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
000000000 000000
Title
Alternative Investments Analyst
Email
0000.000000@0000.000
Phone
+0 (000) 000-0000
Primary Office
- 21650 Oxnard Street
- Suite 2300
- Woodland Hills, CA 91367
- United States
+1 (818) 000-0000
Steel Peak Wealth Management Commitment Analytics
Commitments by Fund Type
Commitments by Region
Steel Peak Wealth Management Mandates (1)
| Fund Type | Mandate Amount | Announced Date | Timeframe |
|---|---|---|---|
| Buyout | $50M | 00-000-0000 | 14-Oct-2021 to 14-Oct-2022 |
Steel Peak Wealth Management Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
Steel Peak Wealth Management Team (9)
| Name | Title | Office |
|---|---|---|
| Reza Zamani | Founding Partner & Chief Executive Officer | Woodland Hills, CA |
| Ali Zamani | Founding Partner and Chief Financial Officer | Woodland Hills, CA |
| Maziar Esmailbeigi | Chief Investment Officer & Founding Partner | Woodland Hills, CA |
| Kim Zajic | Chief Administrative Officer | Woodland Hills, CA |
| Steven Schneider ESQ | Chief Compliance Officer & General Counsel | Woodland Hills, CA |