Updated:
Stewards Asset Management
W. Caleb Min runs Stewards Asset Management, an RIA that uses institutional risk-management discipline for private clients.
Stewards Asset Management
Founded by CEO W. Caleb Min, the firm is rooted in a career path that runs through ING Investments, Credit Suisse, Calvert Investments, and the Kuwaiti sovereign wealth fund. Min's prior life as an engineer at General Motors and a management consultant informs an unusually quantitative approach for a practice that serves private clients and corporate businesses. The firm operates from offices in Fort Lee and New York's Houston Street. Stewards AM's process integrates fundamental equity research, technical and quantitative analyses, and ESG screens — a framework shaped by Min's experience across domestic and international markets, value and growth styles, and sustainable-investing mandates. The firm presents itself as a fiduciary and incorporates socially responsible investing into client portfolios. Specific portfolio holdings, asset-class weights, and fund structures are not publicly detailed. The practice is lean in its public disclosures. The website names Min as CEO and lists two office addresses but does not publish an AUM figure, headcount, or a roster of additional investment professionals. No adjacent vehicles, philanthropic foundations, or external club memberships are disclosed. Stewards AM's structural differentiator is the pairing of a risk-manager's mindset with a personal financial-planning relationship. Min's role supervising equities trading-desk risk at Credit Suisse during a systemic crisis is the through-line he employs to frame client portfolio construction, a narrative few small-scale RIAs can credibly offer.
General information
Firm type
Generalist
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Lee
Corporate office
400 Kelby Street #1802, Fort Lee, NJ, 07024, United States
Additional offices
114 West Houston Street #200, New York, NY, 10012, United States
Principals
W. Caleb Min
CEO
Frequently asked questions
Who runs investment decisions at Stewards Asset Management?
W. Caleb Min serves as CEO and, based on the firm's description of its proprietary processes, appears to be the primary investment decision-maker. His background includes fundamental equity research at ING Investments and Calvert Investments, quantitative analysis, and risk management at Credit Suisse.
How does Stewards AM incorporate ESG into its process?
The firm states it upholds socially responsible investing and works with clients to implement their values through responsible investing and financial accountability. ESG research is listed among the disciplines that inform the investment process, alongside fundamental and quantitative work.
What is W. Caleb Min's professional background before founding the firm?
Min began his career as a fundamental equity research analyst at ING Investments, later holding roles at Credit Suisse — where he was equities trading desk risk manager during the global financial crisis — Calvert Investments, and the sovereign wealth fund of Kuwait. He also worked as an engineer at General Motors and as a management consultant.
Does Stewards Asset Management report its assets under management?
No. The firm does not publish an AUM figure on its website or list one in its regulatory disclosures in a way that is currently accessible. Its ADV filing, if any, is not among the sources consulted here.
Is Stewards AM a single-family office or a multi-client asset manager?
It operates as a registered investment advisor serving private clients and corporate businesses — not as a single-family office. The firm markets itself as a personal portfolio manager and financial planner with institutional-grade expertise.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: