STRIDE CONSUMER

RIASEC RegisteredEst. 2020
Total AUM
$740M
Discretionary
$740M
100% of AUM
Avg account
$148M
Accounts
5
Employees
17
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
311501
Registered since
December 1, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stride Consumer is an LLC that operates as a private equity fund sponsor and pooled-vehicle manager. The firm registered with the SEC in 2020 and is owned by an individual. Its client base is institutional and its activities center on serving as sponsor/GP and managing member of pooled investment vehicles; it also performs portfolio management for those pooled vehicles and is registered as a CPO/CTA. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm identifies as an active ESG investor. Stride Consumer is not positioned as a third‑party capital allocator; instead it appears to structure and run its own private funds while also engaging with external alternative managers as described below.

Assets & Accounts

Investments & Alternatives

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
  • COLLEEN LOVE

    Chief Financial Officer & Chief Compliance OfficerCRD 6021960

Contacts

3 of 3
  • Juan Marcos Hill

    PartnerCRD 7309572

  • STEVEN BERG

    Managing PartnerCRD 6451943

  • TIMOTHY BURKE

    PartnerCRD 6039045

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
332 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth