STRATIS CAPITAL, LLC
Firm details
- Headquarters
- DARIEN, Connecticut
- CRD number
- 300130
- Registered since
- January 27, 2020
- Website
- www.stratiscap.com
- Custodians
- GOLDMAN SACHS & CO. LLC, CITIGROUP GLOBAL MARKETS INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Stratis Capital, LLC is an SEC-registered investment adviser organized as an LLC and operating principally for individual and family clients. Registered in 2020 and owned by an individual, the firm functions as a capital allocator that provides portfolio management for individuals and small businesses and selects third‑party advisers on clients’ behalf. Its fee arrangement is a percentage of assets under management. The firm does not identify as an active ESG investor and does not operate as a multi‑state adviser or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities28%
- State & Local Bonds14%
- Private Funds8%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1WILLIAM EPIFANIO
Investment AdviserCRD 3019375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DARIEN, CT
FAIRFIELD
Location
DARIEN, CT
Headquartered in DARIEN, CT, 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
- FAIRFIELD
- Address
- 30 Old Kings Hwy S
- Time zone
- ET (UTC-5)
- Office locations
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