Strategas Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 172000
- Registered since
- May 25, 2018
- Website
- www.strategasasset.com
- Custodians
- ROBERT W. BAIRD & CO. INCORPORATED, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies98.64%
- HNWI1.05%
- Other Investment Advisers0.24%
- Corporations / Businesses0.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Strategas Asset Management, LLC is an institutional registered investment adviser that provides portfolio management to individuals, small businesses, investment companies, and institutional clients. The firm is SEC registered (registered in 2018) and operates as a limited liability company. Its business activities include acting as a CPO/CTA and the adviser reports fee arrangements that include a percentage of AUM plus other fee components. The client mix spans individual and family clients as well as institutional mandates. The firm does not identify itself as an active ESG investor. The firm maintains a range of industry affiliations that extend beyond pure advisory services, including relationships or roles tied to broker‑dealers, registered municipal advisor activities, trust and insurance company linkages, pension consultancy, real estate broker activity, and sponsor/GP or managing‑member roles for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 52 Vanderbilt Ave
- Time zone
- ET (UTC-5)
- Office locations
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