Steel Grove logo

OUR LEGACY

THE STORY OF
STEEL GROVE

The evolution of our company and legacy of our growth and innovation in the asset management industry began more than two decades ago and continues to this day.

Our Journey

2001

Green Square Founded

Goldman Sachs logo.

Green Square founded by a Goldman Sachs executive.

2008

Center Coast Capital Founded

Center Coast Capital logo.

Center Coast Capital is founded.

Established Green Square Equity Income Strategy

Established Green Square Equity Income Strategy.

2011

Schwab Award

Green Square Wins Schwab Award for Management Innovation and Business Strategic Planning.

2013

Forbes “Top 50” Recognition

Forbes "Top 50" Wealth Managers logo.

Named one of Forbes Top 50 Wealth Managers among Fastest Growing RIAs.

2016

Capital Allocation Collaborative Formed

Capital Allocation Collaborative logo.

Formed Capital Allocation Collaborative to network Family Offices.

2017

Investment Advisory Board Created

Two men in business suits shake hands.

Instituted our Investment Advisory Board.

2018

Center Coast Capital Sold

Brookfield Asset Management logo.

Center Coast Capital is sold to Brookfield.

Senior Advisory Board Created

Long boardroom desk centered and surrounded by several chairs in a large board room.

Established Senior Advisory Board.

2020

SpringTide Partnership

Springtide Partners logo.

Established Investment Research partnership with SpringTide Partners.

Tristone Partnership

Tristone Partners logo.

Established Investment Analytics partnership with Tristone Partners.

2023

Steel Grove Is Born

Steel Grove logo.

Rebranded to Steel Grove.

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