STEWARD CAPITAL MANAGEMENT, INC. of BLOOMFIELD HILLS, MI is an SEC-registered investment adviser (CRD 104936). Regulatory assets under management: $95.1M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Anmar Karim Sarafa | PRESIDENT | — |
| Jessica Hite | CHIEF COMPLIANCE OFFICER | — |
| SARAFA ANMAR KARIM | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ORKE WILLIAM EDWARD | MANAGING DIRECTOR | — |
| Hite Jessica | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2022-03-16 | regulatory | STEWARD FAILED TO TIMELY DELIVER AUDITED FINANCIALS TO PRIVATE INVESTMENT FUND INVESTORS FROM 2018 THROUGH 2021. STEWARD FAILED TO UPDATE OR REVISE ITS FORM ADV IN A TIMELY MANNER. THESE FAILURES LED TO A VIOLATION OF THE CUSTODY RULE. | Final | $75K |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| STEWARD REAL ESTATE PARTNERS FUND I, LP | Real Estate Fund | Delaware | 2 | $25.0M | — |
| WCERS OPPORTUNITY FUND, LP | Real Estate Fund | Delaware | 2 | $14.8M | — |