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Feldstein, Steven DBA Steven Feldstein & Associates
Feldstein, Steven DBA Steven Feldstein & Associates is an SEC-registered investment adviser since 1999. The firm manages approximately $160 million in...
Overview
Feldstein, Steven DBA Steven Feldstein & Associates is an SEC-registered investment adviser since 1999. The firm manages approximately $160 million in regulatory assets. It employs 4 staff and 2 investment advisers.
General information
Firm type
RIA
Principals
Steven Feldstein
Principal
Frequently asked questions
Who controls investment decisions at Steven Feldstein & Associates?
Steven Feldstein is the named principal, serving as the firm's operator. No other investment committee members or advisors are publicly identified.
What asset classes does the firm invest in?
The firm does not publicly disclose its asset-class mix. Available records do not indicate exposure to any specific asset class, including public equities, private equity, real estate, or hedge funds.
How does Steven Feldstein & Associates source deals?
Deal sourcing methods are not disclosed. The firm has not confirmed any proprietary network, co-investment relationships, or fund commitments.
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