Strategas Asset Management, LLC

Overview

Strategas Asset Management, LLC is an institutional registered investment adviser that provides discretionary portfolio management for individuals and families as well as for investment companies and institutional clients. The firm is SEC-registered (initially registered in 2018) and operates as a limited liability company. Its stated business activities include functioning as a CPO/CTA, and its advisory services span portfolio management for small businesses, investment companies, and other institutional entities. Fee arrangements include a percentage-of-AUM component along with other fee types. The firm does not identify as an active ESG investor and is not classified as a capital allocator. Strategas maintains a broad set of industry affiliations that suggest capabilities beyond pure portfolio management: connections to broker-dealers, registered municipal advisor activity, trust company and insurance company relationships, real estate brokerage, and roles as sponsor/GP/managing member of pooled investment vehicles are all noted.

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Public Holdings

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Location & Offices