Strategas Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 172000
- Registered since
- May 25, 2018
- Website
- www.strategasasset.com
- Custodians
- ROBERT W. BAIRD & CO. INCORPORATED, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies98.64%
- HNWI1.05%
- Other Investment Advisers0.24%
- Corporations / Businesses0.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Strategas Asset Management, LLC is an SEC-registered limited liability company that provides portfolio management to individuals, families, investment companies and institutions. The firm operates as both an adviser and a sponsor/manager of pooled vehicles, and it also identifies itself with CPO/CTA activity. Its client mix includes high-net-worth individuals and institutional investors, and its compensation model includes a percentage-of-AUM fee component alongside other fee arrangements. The firm is not positioned as an ESG investor and is not categorized as a capital allocator.
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 Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4
Steven Booth
Chairman & CEOCRD 2147388
Jason Trennert
Chairman & CEOCRD 2079457
Eileen Gabay
Chief Operating OfficerCRD 5602349
Contacts
3 of 8
Daniel Clifton
PartnerCRD 5669502
Robert Lapolla
Managing DirectorCRD 5539168
James Martin
Associate, Financial AdvisorCRD 2710373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 52 Vanderbilt Ave
- Time zone
- ET (UTC-5)
- Office locations
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