Strider Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310923
- Website
- www.stridercapital.com
- 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
FINTRXOverview
Strider Capital, LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals, families and select institutional clients. The firm emphasizes equity exposure, with filings showing a strong tilt toward non-exchange-traded equities as the primary holding type. Compensation is a mix of percentage-of-AUM fees and performance-based fees, which suggests some client relationships are structured with incentive components tied to investment results. Strider Capital is not listed as an active ESG investor and is not identified as a pension consultant or multi-state adviser in its filing classifications. Investment activity centers on direct equity allocation rather than broad indexed passive strategies. The firm’s profile indicates a preference for concentrated equity positions held off-exchange, and it supplements those exposures with mutual funds where appropriate. Although the firm does not list itself as a capital allocator, its use of performance fees and off-exchange equity positions points to a willingness to deploy capital into less-liquid, higher-engagement opportunities that require ongoing monitoring and adviser involvement.
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
- Non-Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Michael La Valle
Managing PartnerCRD 5184548
Christopher Knittle
Investment Banking AssociateCRD 7582972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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