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 an institutional registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves institutional clients and charges fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies. The firm is not designated as an active ESG investor, does not act as a capital allocator, and is not classified as a multi-state or newly formed adviser. Industry affiliations include relationships with another investment adviser and an insurance company. Ownership is noted as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

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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

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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