Strategas Asset Management, LLC

RIASEC Registered
Total AUM
$458M
Discretionary
$458M
100% of AUM
Avg account
$30.6M
Accounts
15
Employees
26
Advisory reps
12

Firm details

Headquarters
New York, New York
CRD number
172000
Registered since
May 25, 2018
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

FINTRX

Overview

Strategas Asset Management, LLC is an institutional registered investment adviser that provides portfolio management to individuals, small businesses, investment companies, and institutional clients. The firm is SEC registered (registered in 2018) and operates as a limited liability company. Its business activities include acting as a CPO/CTA and the adviser reports fee arrangements that include a percentage of AUM plus other fee components. The client mix spans individual and family clients as well as institutional mandates. The firm does not identify itself as an active ESG investor. The firm maintains a range of industry affiliations that extend beyond pure advisory services, including relationships or roles tied to broker‑dealers, registered municipal advisor activities, trust and insurance company linkages, pension consultancy, real estate broker activity, and sponsor/GP or managing‑member roles for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%93%
  • Exchange Traded Equities93%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth