Step Ahead Capital, Llc
State-registered
Investment Adviser
CRD 315229
· SEC file 802-136571
· Hermosa Beach, CA
· www.linkedin.com
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ADV data as of May 24, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $21.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Late Spring Ventures Llc | Venture Capital Fund | Delaware | $9.4M | 85 |
| First Jade Investments, Llc | Private Equity Fund | Delaware | $7.0M | 67 |
| Birch Ventures, Llc | Venture Capital Fund | Delaware | $3.4M | 39 |
| Third Door, Llc | Private Equity Fund | Delaware | $2.0M | 80 |
Private funds (4, $21.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Late Spring Ventures Llc | Venture Capital Fund | $9.4M | $25.0K | 85 |
| First Jade Investments, Llc | Private Equity Fund | $7.0M | $250K | 67 |
| Birch Ventures, Llc | Venture Capital Fund | $3.4M | $250K | 39 |
| Third Door, Llc | Private Equity Fund | $2.0M | $25.0K | 80 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/24/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 24, 2026.
View current Form ADV (SEC/IAPD) ↗