STRATTAM CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2014
Total AUM
$939M
Discretionary
$939M
100% of AUM
Avg account
$55.2M
Accounts
17
Employees
13
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
171845
Registered since
August 21, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Sean Williams

    Chief Financial OfficerCRD 7046088

Contacts

2 of 2
  • ADRIAN POLAK

    Co-Founder & PartnerCRD 2946764

  • ROBERT MORSE

    Co-Founder and Managing PartnerCRD 2378715

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth