Strategic Probability Partners, LLC

Overview

Strategic Probability Partners, LLC is an SEC-registered advisory firm formed in 2022 that manages portfolios for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates on discretionary portfolio management while maintaining a meaningful non-discretionary book. Its client base is focused on high-net-worth individuals and families, and the ownership structure is individual-owned. Strategic Probability Partners is not positioned as an ESG-driven adviser and does not operate as a multi-state advisory network. Investment activity centers on pooled public vehicles—chiefly mutual funds and other public funds—rather than heavy use of individual securities. The firm appears to favor diversified, fund-based allocations for core exposures while reserving portions of client assets for alternative real estate allocations through third-party managers. Given the small number of clients but relatively large average account sizes, the firm’s approach emphasizes tailored portfolio construction with a limited client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices