STRATEGY CAPITAL LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$269M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LOS ALTOS, California
CRD number: 169007
Registered since: October 12, 2018
Website: strategycapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles94.7%
Investment Companies5.3%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Strategy Capital LLC is a privately held LLC that operates as a combined hedge fund and venture capital manager. SEC registration began in 2018 and the firm serves institutional clients. Its business model blends direct portfolio management for pooled investment vehicles and investment companies with commodity pool/CTA activity; the firm also acts as sponsor, general partner, or managing member of pooled vehicles it runs. Fee terms include a percentage-of-assets component alongside performance-based compensation. Strategy Capital does not present itself as a capital allocator and is not an active ESG investor.