Strasburg Asset Management Company LLC
Firm details
- Headquarters
- ,
- CRD number
- 326412
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.62%
- Corporations / Businesses27.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Strasburg Asset Management Company LLC is a small, single-office registered investment adviser that focuses on discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm charges fees based on a percentage of assets under management and shows a clear equity preference in its allocations. It is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. With only a handful of clients and accounts, the firm appears to operate as a high-touch boutique adviser, managing concentrated relationships rather than scaling to a mass market. Custody is handled through Charles Schwab & Co., Inc., which supports the firm’s heavy use of exchange-traded instruments and gives it access to liquid equity and ETF markets.
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 Equities59%
- Non-Exchange Traded Equities43%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1Max Strasburg
CIO & CCOCRD 4346382
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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