Values

The Foundation of Trusted Consulting

What We Do

Our Values

At SteelBridge, our values guide every engagement, ensuring we act with integrity, deliver measurable results, and build lasting trust with our clients.

We think differently

Our people are driven to be advisors who can insert themselves into your organization, freeing you to stay focused on what your clients want you focused on – making and managing investments.

We look at challenges top-down and bottom-up:

Senior Leadership – We actively involve senior team members in all project phases and deliverables
ROI – We align business strategy, market conditions and technology with investment objectives to enhance overall stakeholder return on investment
Aligned Goals – We link our success with yours by creating milestone-driven partnerships
Ownership – We approach your business as our own, across every area of your organization

Our People Care

At SteelBridge, our resources work relentlessly to provide exemplary services for our clients. We create enduring partnerships with our clients because we realize that YOUR SUCCESS DEFINES OUR SUCCESS.

Private Capital Experience – Our team consists of proven consulting resources with focused consultative experience in the private capital industry
Solution Delivery – Our team members are strategic-thinking, analytical and dedicated to delivering targeted solutions
Big Consulting Service Level – Our team provides you with exceptional value and support as we hold ourselves to the high service standards typically seen at only the largest consulting organizations

Reputation Means Everything

SteelBridge has built a reputation as a boutique service provider with global capabilities. We work for clients that are in the top 10 global investment managers all the way through to first fund emerging managers.

Risk & Compliance

A Business Continuity Plan (BCP) is critical to identify exposure to internal and external risks, and is an effective method for disaster prevention and recovery. BCP in the private capital industry requires a multi-faceted approach to reduce operational and reputational risks. SteelBridge has worked with clients to prepare a full-scale BCP and understands the specific needs of the private capital industry.

Business Continuity Assessment

To help you build an appropriate BCP, SteelBridge employs a simple but business-tested methodology that includes:

Driving the planning and analysis with key stakeholders
Understanding industry-specific needs and developing a plan that meets those needs
Deploying the plan and training staff to adhere to the plan
Executing periodic testing of the plan

Reconciliation

Data accuracy and reporting transparency is paramount as regulations increase and the use of data spans multiple systems and locations. SteelBridge automates and puts processes and procedures in place to standardize workflow activities for superior data control. We implement reconciliation procedures and software products that are specific to each operating environment. Our knowledge of current regulatory requirements allows us to select and customize the right reconciliation software package for your business.

Four key principles we focus on when reconciling data are:

Segregation of Duties
Accuracy
Timeliness
Completeness

Form PF and Form ADV Consulting Services

Completing regulatory forms required by governmental agencies is a daunting task. At SteelBridge, we work with investment managers to implement the proper process, technology and controls needed to gather the required information efficiently. Our consulting experts augment your staff to reduce their burden in completing these forms so they can remain focused on daily business activities.

Opportunity Zone Funds: VIEW PDF

We Do More

Delivering services to our clients is what we do, but we don’t stop there. Our people are active in many other industry activities to stay at the forefront of what we do. We sponsor, lead and participate in industry conferences, speaking engagements, whitepapers, charity events, and more. Take a look at our KnowledgeFeed for details on how we do more.

Let's Talk

SteelBridge provides white-glove service of a boutique firm but has global reach. We spend the majority of our time with our clients, but we also spend time in our own offices.

Pittsburgh - Investment Headquarters
2818 Smallman Street
Pittsburgh, PA 15222

Miami - Engineering Headquarters
7990 SW 117th Avenue
Suite 125
Miami, FL 33183

Values

The Foundation of Trusted Consulting

What We Do

Our Values

We Think Differently

Our People Care

Reputation Means Everything

We Do More

We think differently

Our People Care

Reputation Means Everything

Risk & Compliance

We Do More

Let's Talk