Steinberg Priest & Sloane Capital Management, LLC is a large advisory firm based in New York. It manages $1.28 billion of regulatory assets for 113 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 15 other states.
Steinberg Priest & Sloane Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Steinberg Priest & Sloane Capital Management, LLC is $1.28 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Steinberg Priest & Sloane Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Steinberg Priest & Sloane Capital Management, LLC performs its advisory services is located at 12 East 49 Th Street, New York, NY 10017, which is also the mailing address of the firm. The firm also has 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.