Fundstrat Capital

Overview

Fundstrat Capital is organized as a limited liability company and is registered with the SEC as of 2024. The firm classifies itself as an institutional registered investment adviser and serves institutional clients rather than retail households. Its advisory mandate includes portfolio management for investment companies, and its fee schedules include a percentage-of-assets component plus other fee arrangements. The firm is not identified as an active ESG investor, does not act as a capital allocator to external managers, and is not designated as a multi-state adviser or pension consultant.

Assets & Accounts