FUNDSTRAT CAPITAL

Overview

Fundstrat Capital is a limited liability company registered with the SEC in 2024 that provides institutional portfolio management services focused on investment companies. The firm’s advisory mandate is concentrated: it acts as portfolio manager for pooled investment vehicles rather than operating as a broad capital allocator or third‑party manager of managers. Its client base is institutional, and its fee structure includes percentage‑of‑AUM fees alongside other fee arrangements. The firm does not position itself as an active ESG investor and is not structured as a multi‑state adviser. Classification data lists the entity as unclassified, and the ownership structure is described as a combination of domestic entity and individual ownership. The operational footprint and activities suggest a focused, institutional product set delivered through high‑touch portfolio management rather than retail wealth advisory or pension consulting.

Assets & Accounts

Location & Offices