Strider Capital, LLC

RIASEC Registered
Total AUM
$76.5M
Discretionary
$76.5M
100% of AUM
Avg account
$5.5M
Accounts
14
Employees
21
Advisory reps
2

Firm details

Headquarters
,
CRD number
310923
Custodians
BANK OF AMERICA, CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI64.32%
  • Corporations / Businesses35.68%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Strider Capital, LLC is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm provides portfolio management services with an explicit focus on individuals, families and small-business clients; it also works with institutional clients. Compensation is a mix of percentage-of-AUM fees and performance-based fees. Strider identifies equities as its primary investment preference and does not list ESG investing as an active focus. The adviser does not position itself as a multi-state or pension consultant, and it is not described as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Non-Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Contacts

2 of 2
  • Michael La Valle

    Michael La Valle

    Managing PartnerCRD 5184548

  • Christopher Knittle

    Christopher Knittle

    Investment Banking AssociateCRD 7582972

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth