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Steinberg Priest Capital Management LLC (New York)


Steinberg Priest Capital Management LLC is a large advisory firm based in New York. It manages $1.01 billion of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, California, Connecticut, and 10 other states.

Steinberg Priest Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Steinberg Priest Capital Management: assets under management

The assets under management (AUM) of Steinberg Priest Capital Management LLC is $1.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.01 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Steinberg Priest Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Michael Alan Steinberg Shareholder 1 Nov 1982 75% - 100% 434849

Based in New York

The principal office where Steinberg Priest Capital Management LLC performs its advisory services is located at 12 East 49 Th Street Suite 1202, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-980-0080 or by fax 212-980-8890. The normal business hours are 8:45 a.m. to 5:30 p.m. on Monday - Friday.


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