Steel Peak Wealth Management Overview

  • Type
  • Wealth Management Firm

  • Founded
  • 2012

Founded
  • Professionals
  • 23

Professionals
  • 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

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

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Steel Peak Wealth Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
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
To view Steel Peak Wealth Management’s complete mandates history, request access »

Steel Peak Wealth Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • 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:
Investment allocations

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
You’re viewing 5 of 9 team members. Get the full list »