STRATEGY CAP, LLC

Overview

Strategy Cap, LLC is an independent registered investment adviser formed as a limited liability company and SEC-registered in 2022. The firm serves individual and family clients and small businesses, combining financial planning with portfolio management and pension consulting services. Its fee model is flexible: percentage of assets under management, hourly charges and fixed fees are all employed depending on client engagement. Investment posture emphasizes pooled public vehicles as the core of client portfolios, supplemented by allocations to externally managed alternative funds. Strategy Cap does not position itself as a capital allocator or an ESG-focused manager; instead it acts as an advisor that blends mutual fund-based core exposures with selective private-market and specialty strategies provided by third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices