Corgi Strategies, LLC

Overview

Corgi Strategies, LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2025). The firm is classified as an institutional registered investment adviser that manages portfolios for investment companies and serves an institutional client base. Its stated fee model is a percentage of assets under management and it reports that all of its reported assets are managed on a discretionary basis. The firm identifies several industry affiliations, including relationships with a broker‑dealer, another investment adviser, and an insurance company. Corgi Strategies reports that it is not an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices