Investment adviser · CRD 115231

STEEL GROVE CAPITAL ADVISORS, LLC

Investment adviser filing (IA)

MEMPHIS, TN, United States · Form ADV filed Sep 29, 2026

Regulatory AUM: $1.64B
Client accounts: 884
Employees: 13
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	831	$1,544,098,775	94.2%
Charities	11	$59,616,926	3.6%
Government entities	Fewer than 5	$24,626,852	1.5%
Individuals	36	$8,941,439	0.5%
Corporations & businesses	Fewer than 5	$2,254,837	0.1%

Filing source

Form ADV 2125473 · Sep 29, 2026 · Item 5.D

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

Private funds & service providers

21 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.

SERIES B - HAMLIN SMA, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLCOther Private Fund · Last reported Feb 18, 2019$34.4MGross asset value

Form D fundraising filings

Series B- Hamlin SMA, a series of Green Square Private Investment Partners, LLC

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States

Custodian FIDELITY SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

MAYER HOFFMAN MCCANN P.C. & CBIZ MHM
PCAOB 199

Fund details & source

Fund ID: 805-5486407774
Reported beneficial owners: 78
Minimum commitment: $100K
Form D file number: 021-191718

Form ADV 1277984 · Feb 18, 2019 · Schedule D 7.B.(1)

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

SERIES E - MIDOCEAN ABSOLUTE RETURN CREDIT, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLCHedge Fund · Last reported Feb 18, 2019$27.2MGross asset value

Form D fundraising filings

Series E-MidOcean Absolute Return Credit, a series of Green Square Private Investment Partners, LLC

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

MAYER HOFFMAN MCCANN P.C. & CBIZ MHM
PCAOB 199

Fund details & source

Fund ID: 805-3415542487
Reported beneficial owners: 86
Minimum commitment: $100K
Form D file number: 021-197781

Form ADV 1277984 · Feb 18, 2019 · Schedule D 7.B.(1)

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

SERIES F - BANKERS SOUTH HIGH YIELD, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLCHedge Fund · Last reported Feb 18, 2019$25.2MGross asset value

Form D fundraising filings

Series F - AgAmerica Lending Fund, a Series of Green Square Private Investment Partners, LLC

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

MAYER HOFFMAN MCCANN P.C. & CBIZ MHM
PCAOB 199

Fund details & source

Fund ID: 805-6173865715
Reported beneficial owners: 100
Minimum commitment: $100K
Form D file number: 021-201573

Form ADV 1277984 · Feb 18, 2019 · Schedule D 7.B.(1)

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

SERIES H - GREEN SQUARE MUNICIPAL STRATEGY, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS II, LLCOther Private Fund · Last reported Nov 30, 2015$24.9MGross asset value

Form D fundraising filings

Series H - Green Square Municipal Strategies, a series of Green Square Capital Investment Partners II, LLC

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States

Custodian FIDELITY SMITHFIELD, Rhode Island, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-5045872743
Reported beneficial owners: 53
Minimum commitment: $100K
Form D file number: 021-206263

Form ADV 958706 · Nov 30, 2015 · Schedule D 7.B.(1)

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

SERIES D - CONTRAST CAPITAL, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLCOther Private Fund · Last reported Nov 30, 2015$17.1MGross asset value

Form D fundraising filings

Series D- Contrast Capital, a series of Green Square Private Investment Partners, LLC

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-4840135334
Reported beneficial owners: 59
Minimum commitment: $100K
Form D file number: 021-195405

Form ADV 958706 · Nov 30, 2015 · Schedule D 7.B.(1)

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

SERIES P - LEXINGTON CAPITAL PARTNERS VIII, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLCPrivate Equity Fund · Last reported Feb 18, 2019$14.5MGross asset value

Form D fundraising filings

Series P-Lexington Capital Partners VIII, a series of Green Square Private Investment Partners, LLC

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

MAYER HOFFMAN MCCANN P.C. & CBIZ MHM
PCAOB 199

Fund details & source

Fund ID: 805-3386195380
Reported beneficial owners: 48
Minimum commitment: $100K
Form D file number: 021-235401

Form ADV 1277984 · Feb 18, 2019 · Schedule D 7.B.(1)

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

SERIES L - SOUTHPAW CREDIT OPPORTUNITY PARTNERS, A SERIES OF GREEN SQUARE PRIVATE INVESTMENT PARTNERS, LLCHedge Fund · Last reported Mar 30, 2016$13.5MGross asset value

Form D fundraising filings

Series L-Southpaw Credit Opportunity Partners, a series of Green Square Private Investment Partners, LLC

Fund administrator FGMK FUND DYNAMICS CHICAGO, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor MAYER HOFFMAN MCCANN P.C. & CBIZ MHM MEMPHIS, Tennessee, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-5728226249
Reported beneficial owners: 27
Minimum commitment: $100K
Form D file number: 021-215021

Form ADV 1005703 · Mar 30, 2016 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Sep 29, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

5100 POPLAR AVENUE, SUITE 3100
MEMPHIS, TN, 38137, United States

CRD 115231

Filing source

Form ADV 2125473 · Sep 29, 2026 · 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.