Steben & Company, LLC
Steben & Company, LLC is an SEC-registered ria in Excelsior, MN with $69.2M assets under management (AUM, regulatory AUM), -42% over one year. See who owns Steben & Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117808, SEC 801-64686, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $69.2M (2026-02-17)
- Firm type
- Ria
- Location
- Excelsior, MN
- Employees
- 8
- Clients
- 1
- CRD
- 117808
- Ownership
- HASSANEIN, AHMED SAAD; GAINSBURG, BARRY ROBERT; MENARD, NEIL DAVID; KENNETH E STEBEN REVOCABLE TRUST; HULL, BRIAN F
How much AUM does Steben & Company, LLC have?
Steben & Company, LLC reported $69.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Steben & Company, LLC?
Disclosed owners and executives of Steben & Company, LLC include HASSANEIN, AHMED SAAD, GAINSBURG, BARRY ROBERT, MENARD, NEIL DAVID, KENNETH E STEBEN REVOCABLE TRUST, HULL, BRIAN F. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.