STRIVE ASSET MANAGEMENT
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 322039
- Registered since
- June 21, 2022
- Website
- www.strivefunds.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies99.9%
- Pooled Investment Vehicles0.07%
- HNWI0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Strive Asset Management is an LLC that provides discretionary portfolio management primarily to institutional clients. The firm is SEC-registered (since 2022) and charges fees based on a percentage of assets under management. Its advisory work covers separately managed accounts and pooled investment vehicles, and it lists portfolio management for individuals/small businesses, investment companies, and pooled vehicles among its activities. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities100%
Owners & executives
3 of 4BRIAN BEIRNE
Chief Legal OfficerCRD 8066794
Matthew Cole
Chief Executive Officer & Chief Investment OfficerCRD 7634467
DON MCARDLE
Chief Compliance OfficerCRD 2638974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 200 Crescent Ct
- Time zone
- CT (UTC-6)
- Office locations
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