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Steelhead Capital Management, LLC CRD 173440
$203M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1751 River Run Suite 400, Fort Worth, TX 76107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-11 |
Branch Locations
1751 River Run Suite 400, Fort Worth, TX 76107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steelhead Capital Management, Llc | Fort Worth | TX | 07/2008 | Present |
Mr. Kreis serves on the boards of certain companies related to his involvement in the Bios Funds which do not constitute a conflict of interest since they support the Fund business. The timing of these board responsibilities coincide with the Bios Fund acquisition date of portfolio company investments.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-02 |
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