Steel Peak Wealth Management Overview

  • Type
  • Investment Advisor
  • Founded
  • 2012
Founded
  • Professionals
  • 13
Professionals
  • AUM
  • 00000

Steel Peak Wealth Management General Information

Description

Steel Peak Wealth Management is an investment advisory firm based in Woodland Hills, California. Established in 2012, the firm offers Wealth Management services such as retirement planning, college expenses and estate planning. The assets of the firm are managed by the executive management team.

Contact Information

Website
www.steelpeakwealth.com
Year Founded
2012
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Investment Advisor
Primary Contact
000000 00000000000
Title
Chief Investment Officer & Founding Partner
Email
000.00000000000@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 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 (5)

Name Title Office
Reza Zamani Founding Partner & Chief Executive Officer Woodland Hills, CA
Ali Zamani Founding Partner, Senior Partner and Chief Financial Officer Woodland Hills, CA
Maziar Esmailbeigi Chief Investment Officer & Founding Partner Woodland Hills, CA
Matthew Keller Associate Vice President & Wealth Advisor Woodland Hills, CA
Roger Lopez Wealth Advisor Woodland Hills, CA
To view Steel Peak Wealth Management’s complete team members history, request access »