Strategas Asset Management, LLC

Overview

Strategas Asset Management, LLC is an SEC-registered limited liability company that began registration in 2018. The firm serves both individual and family clients as well as institutional investors, providing portfolio management across individuals/small businesses, investment companies, and other businesses or institutions. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm also lists CPO/CTA activities and maintains a range of industry affiliations that include broker-dealer relationships, registered municipal advisor roles, trust and insurance company links, and participation as sponsor, general partner, or managing member of pooled investment vehicles. Strategas does not identify as an active ESG investor and is not categorized as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices