STRANBERG CAPITAL LLC
Firm details
- Headquarters
- SOUTHLAKE, Texas
- CRD number
- 114581
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.46%
- Individuals17.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stranberg Capital LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. Stranberg Capital does not engage in capital allocation or operate as a pension consultant, and it is not classified as a multi-state adviser. The firm does not actively pursue ESG investments, which may influence its investment strategy and client offerings.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities86%
- State & Local Bonds6%
- US Government Bonds4%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Contacts
1 of 1PETER STRANBERG
Owner & PrincipalCRD 1403854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHLAKE, TX
TARRANT
Location
SOUTHLAKE, TX
Headquartered in SOUTHLAKE, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 1121 S Carroll Ave
- Time zone
- CT (UTC-6)
- Office locations
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