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STEFFES FINANCIAL, LTD
STEFFES FINANCIAL, LTD is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2005. The firm manages $611 million in assets, with $355...
STEFFES FINANCIAL, LTD
STEFFES FINANCIAL, LTD is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2005. The firm manages $611 million in assets, with $355 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
Fargo, ND, United States
Principals
Michael G. Steffes
President
Sector focus
Frequently asked questions
How does Steffes Financial source its deals?
The firm sources primarily through long-standing relationships within the Fargo-Moorhead business community, including regional banks, commercial real estate brokers, and law firms in Cass and Clay counties. This relationship-based origination model provides early access to off-market commercial properties and private lending opportunities that national platforms rarely see.
Does Steffes Financial manage outside capital or is it a single-family vehicle?
The firm operates as an investment vehicle for Michael G. Steffes and his capital. There is no public indication that it solicits or manages third-party limited-partner capital, which places it closer in structure to a family-directed investment office than a registered investment adviser marketing to external allocators.
Which sectors and geographies does Steffes Financial avoid?
The firm does not appear to invest outside the Upper Midwest, and there is no record of allocations to technology startups, life sciences, or venture-stage companies. Its investment perimeter remains tightly bounded to North Dakota, western Minnesota, and assets tied to the region's real estate and industrial base.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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