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CORGI STRATEGIES, LLC
CRD 337985 · SEC 801-134212
425 BUSH STREET, SUITE 500, SAN FRANCISCO, CA, 94108-3726, United States
Phone
855-552-6744
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$10.0M
Discretionary AUM
$10.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $10.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD