Steel Grove Capital Advisors

Overview

Steel Grove Capital Advisors is an independent multi-family office based in Memphis, Tennessee, offering comprehensive wealth management services to high-net-worth individuals, families, foundations, and institutions. The firm specializes in tailoring investment strategies to meet the unique needs of each client, emphasizing a collaborative partnership by investing alongside them. Their services encompass family office management, wealth and asset management, and strategic advisory, all designed to ensure generational abundance and growth. The firm's investment approach is pragmatic, objective, and straightforward, focusing on long-term strategies that align with clients' goals and risk tolerances. They manage diversified portfolios that may include mutual funds, ETFs, individual securities, private placements, hedge funds, and private equity. Steel Grove Capital Advisors emphasizes education and open communication, helping clients reconcile potential returns with possible risks to achieve their desired objectives without compromising comfort levels. Founded by former Goldman Sachs executive Steve Sansom in 2001, Steel Grove Capital Advisors has grown to manage over $1.36 billion in assets across approximately 879 client accounts. The firm's team comprises experienced professionals dedicated to delivering exceptional service and fostering trust-based relationships. Their core values include alignment, accountability, authenticity, association, and exceptionality, guiding their commitment to providing personalized advisory services and connections for lasting success and inspiration.

Investment Focus

• High-net-worth individuals
• Families
• Foundations
• Institutions

Portfolio Companies