Steampunk Investments, LLC (Irvine)

Name: Steampunk Investments, LLC
Address: 17901 Von Karman Ave., Irvine, CA, 92614
Telephone: 310-621-8511

Steampunk Investments, LLC is an adviser based in Irvine. It manages $2.1 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Louisiana.

Steampunk Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Steampunk Investments: assets under management

The assets under management (AUM) of Steampunk Investments, LLC is $2.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.1 million each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Steampunk Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Steampunk Investments, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Thomas Breazeale	Managing member & chief compliance officer	1 Aug 2018	75% - 100%	2544551

Based in Irvine

The principal office where Steampunk Investments, LLC performs its advisory services is located at 17901 Von Karman Ave., Irvine, CA 92614 The mailing address of the firm is 125 Sapphire, Irvine, CA 92602. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-621-8511. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at steampunkllc.com and its LinkedIn profile.