Corgi Strategies, LLC

Overview

Corgi Strategies, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory remit is concentrated on discretionary portfolio management for investment companies and for businesses or other institutions. Ownership records indicate both a domestic entity and an individual owner. The firm is not identified as an active ESG investor, nor as a pension consultant or a related adviser. Filings list affiliations with a broker-dealer, another investment adviser, and an insurance company. Corgi Strategies is recorded as not being a capital allocator and is not flagged as a multi-state adviser in the disclosure fields.

Assets & Accounts

Investments & Alternatives

Location & Offices