Steinberg Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 18, 2026, reports $172M in regulatory assets under management, 5 employees, and 50 accounts.
Assets Under Management
$172M
Employees
5
Offices
--
Total Clients
30
Primary office
NEW YORK, NY
250 BROADWAY, 24TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 73.3% of total clients.
Top client categories% of clientsClients
1
HNWI
73.3%
22
2
Individuals
20.0%
6
3
Pooled Investment Vehicles
6.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 18, 2026
Discretionary100.0%
$172M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$172M
Total Accounts50
10Y AUM Change$-439M (-71.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee6:1
10Y Employee Change-13 (-72.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.