STRATTAM CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 171845
- Registered since
- August 21, 2014
- Website
- strattam.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Strattam Capital Management, LLC is a privately organized manager that operates primarily as an advisor and sponsor of pooled private equity vehicles. Formed and SEC-registered in 2014, the firm presents itself as a private equity fund manager serving institutional investors. Its regulatory profile lists activity as a commodity pool operator/commodity trading advisor (CPO/CTA) and identifies the firm as a sponsor, general partner and managing member of pooled investment vehicles, which signals a hands-on role in fund formation, governance and portfolio management rather than acting as a third‑party allocator. The firm charges a combination of percentage-of-assets and performance-based fees, consistent with traditional private equity fund economics. Strattam reports it is not an active ESG investor and it is not structured as a multi-state adviser or a pension consultant. Client relationships are institutional in nature and the firm’s advisory focus centers on managing and operating private pooled funds.
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
Owners & executives
1 of 1Sean Williams
Chief Financial OfficerCRD 7046088
Contacts
2 of 2ADRIAN POLAK
Co-Founder & PartnerCRD 2946764
ROBERT MORSE
Co-Founder and Managing PartnerCRD 2378715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 601 California St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
TELESCOPE PARTNERS LLC
RIASAN FRANCISCO, CA
CACHE ADVISORS LLC
RIASAN FRANCISCO, CA
FACTORIAL FUNDS MANAGEMENT LLC
RIASAN FRANCISCO, CA
NEW FORESTS INC.
RIASAN FRANCISCO, CA
SYNTHETICFI LLC
RIASAN FRANCISCO, CA
FIVESPAN PARTNERS, LP
RIASAN FRANCISCO, CA