STRATEGAS ASSET MANAGEMENT, LLC

Overview

Strategas Asset Management, LLC is a small SEC-registered investment adviser that combines portfolio management for individuals, families and institutions with several registered industry roles. The firm operates under a CPO/CTA designation and reports advisory activity across managed portfolios for individuals/small businesses, investment companies and institutional clients. Its client base includes both individual & family and institutional accounts, and it charges fees based on a percentage of assets under management plus other fee arrangements. Strategas reports that it is not an active ESG investor. The firm maintains a range of industry affiliations, including relationships with broker-dealers and registered municipal advisor functions, and can act as sponsor, general partner or managing member of pooled investment vehicles. Those affiliations suggest the firm participates in both traditional advisory services and in sponsored or managed product structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices