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STRATEGY CAPITAL LLC
CRD 169007 · SEC 801-114124
1 FIRST STREET, SUITE 13, LOS ALTOS, CA, 94022-2756, United States
Phone
650-917-8700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.34B
Team
7 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $71.3M |
| Pooled investment vehicles | 4 | $1.27B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD