CORGI STRATEGIES, LLC

RIASEC RegisteredEst. 2025

Total AUM

$10M

Discretionary

$10M

100% of AUM

Avg account

$10M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 337985
Registered since: August 26, 2025
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Corgi Strategies, LLC is a limited liability investment adviser that registered with the SEC in 2025. The firm serves institutional clients and is paid on a percentage-of-AUM fee model. Its stated advisory activity is portfolio management for investment companies, and it operates with fully discretionary authority over the assets it manages. Ownership is listed as a mix of a domestic entity and an individual. Corgi is not an active ESG investor, does not identify as a capital allocator or pension consultant, and is not presented as a multi-state or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3

Emily Yuan
President, Chief Compliance Officer, Chief Executive OfficerCRD 8136461
Henry Bernard Margulies
Chief of StaffCRD 8128349
Vincenzo Passariello
Deputy Chief Of StaffCRD 8040519