Investment adviser · CRD 134250

ESTEP CAPITAL MANAGEMENT

Investment adviser filing (IA)

MATTHEWS, NC, United States · Form ADV filed Jan 9, 2012

Regulatory AUM
$30M
Form ADV · Item 5.F
Client accounts
82
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 9, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

4949 ANTIOCH CHURCH RD
MATTHEWS, NC, 60654, United States

CRD 134250

Filing source

Form ADV 601279 · Jan 9, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.