Investment adviser · CRD 165168

STEELPEAK WEALTH, LLC

Investment adviser filing (IA)

LOS ANGELES, CA, United States · Form ADV filed Jul 29, 2026

Regulatory AUM: $4.15B
Client accounts: 8,591
Employees: 84
Advisory professionals: 35

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	858	$3,229,886,929	77.9%
Individuals	1,420	$455,182,017	11.0%
Corporations & businesses	25	$392,207,354	9.5%
Retirement plans	121	$45,960,928	1.1%
Pooled investment vehicles	3	$24,840,780	0.6%
Investment companies	1	$0	0.0%

Filing source

Form ADV 2116836 · Jul 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

5 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.

SP CAPITAL OPPORTUNITY I-A LPPrivate Equity Fund · Last reported Jul 29, 2026$11.6MGross asset value

Form D fundraising filings

SP Capital Opportunity I-A LP

Fund administrator PANOPTIC FUND ADMINISTRATION, INC. LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP WOODLAND HILLS, California, United States

Provider details

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

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-1800350947
Reported beneficial owners: 44
Minimum commitment: $250K
Form D file number: 021-441485

Form ADV 2116836 · Jul 29, 2026 · 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.

SP GOAL-LINE GROWTH FUND, LPOther Private Fund · Last reported Jul 29, 2026$7.88MGross asset value

Form D fundraising filings

SP Goal-Line Growth Fund, LP

Fund administrator PANOPTIC FUND ADMINISTRATION, INC. LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP WOODLAND HILLS, California, United States

Marketer DISTINCTION GROUP NEW YORK, New York, United States Related to adviser: No

Marketer FAIRVIEW SECURITIES WESTPORT, Connecticut, United States Related to adviser: No

Marketer PINNACLE CAPITAL GROUP LONG BEACH, California, United States Related to adviser: No

Provider details

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

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-2561736776
Reported beneficial owners: 122
Minimum commitment: $250K
Form D file number: 021-515229

Form ADV 2116836 · Jul 29, 2026 · 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.

SP LONG-SHORT EQUITY STRATEGY LPHedge Fund · Last reported Jul 29, 2026$6.01MGross asset value

Form D fundraising filings

SP Long-Short Equity Strategy, LP

Fund administrator PANOPTIC FUND ADMINISTRATION LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP WOODLAND HILLS, California, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States

Provider details

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

COHNREZNICK LLP
PCAOB 596

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source

Fund ID: 805-9051333702
Reported beneficial owners: 47
Minimum commitment: $500K
Form D file number: 021-558288

Form ADV 2116836 · Jul 29, 2026 · 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.

ALPHA SUMMIT TAX OPTIMIZATION FUND, LPOther Private Fund · Last reported Jul 29, 2026$0Gross asset value

Fund administrator BRIDGE GLOBAL ADMINISTRATION SOLUTIONS, LLC EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP LOS ANGELES, California, United States

Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, 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

COHNREZNICK LLP
PCAOB 5414

Fund details & source

Fund ID: 805-2623683664
Reported beneficial owners: 0
Minimum commitment: $250K

Form ADV 2116836 · Jul 29, 2026 · 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.

SP CAPITAL OPPORTUNITY I-B LPPrivate Equity Fund · Last reported Sep 16, 2022$0Gross asset value

Fund administrator PANOPTIC FUND ADMINISTRATION, INC. LOS ANGELES, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP WOODLAND HILLS, California, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Custodian FIRST REPUBLIC BANK LOS ANGELES, California, 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

COHNREZNICK LLP
PCAOB 596

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-9376121822
Reported beneficial owners: 0
Minimum commitment: $250K

Form ADV 1676351 · Sep 16, 2022 · 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: Jul 29, 2026. View historical filings

Reported services

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

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

1880 CENTURY PARK EAST, SUITE 1017
LOS ANGELES, CA, 90067, United States

CRD 165168

Filing source

Form ADV 2116836 · Jul 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.