# Feldstein, Steven DBA Steven Feldstein & Associates

Feldstein, Steven DBA Steven Feldstein & Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 109022
- **SEC file number:** 801-56257
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-24T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109022

## About

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.

## People

- Steven Feldstein — Principal

## 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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Last updated: 2026-07-06T01:24:16.359Z

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