Steven Wayne Sansom

Employer firm

Steel Grove Capital Advisors, LLC CRD 115231

$1.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Green Square Securities, Llc (Form.: Mfm Asset Mangagement, Llc)
  Memphis, TN
• 09/2001 → Present
  Green Square Capital Management, Llc
  Memphis, TN
• 12/2020 → Present
  Worthington Capital Management, Llc
  Memphis, TN
• 12/2020 → Present
  Convergence Value Partners Fund, Lp
  Memphis, TN

Previous Registrations

• 2004-01-28 → 2017-12-31
  Steel Grove Capital Advisors, Llc
  Memphis, TN
• 2005-01-14 → 2006-05-18
  G2 Advisors, Llc
  Memphis, TN

Other Businesses

General Partner; Worthington Capital Management, LLC; Investment Related: Yes; Location: 6075 Poplar Avenue, Suite 221, Memphis TN 38119; Description of the business: Mr. Sansom is a member of Worthington Capital Management, LLC ("Worthington"), a Delaware limited liability company that manages private funds and offers model investment portfolios in separate account format. Worthington provides discretionary investment advisory services to two private funds - Convergence Value Partners Fund, LP, a Delaware limited partnership (the "Feeder Fund") and Convergence Value Partners Master Fund Limited, a Cayman Islands exempted company (the "Master Fund" and collectively with the Feeder Fund, the "Funds").; Responsibilities Duties: Mr. Sansom is and/or controls the general partner of the Funds, which are managed in accordance with the investment objectives, strategies, restrictions, and guidelines found in the investment memorandum.; Start date with business: 2020-11-01; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 15;

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-14

Other Names

• Steven W Sansom