STRIDE INVESTMENTS, LLC

Overview

Stride Investments, LLC is a fee-based advisory firm that began SEC registration in 2020 and is organized as a limited liability company under individual ownership. The firm serves both high-net-worth individuals and family clients as well as institutional relationships, offering portfolio management for individuals and small businesses and advisory work that includes pension consulting services. Its stated fee arrangements combine percentage-of-assets and fixed-fee engagements, and the firm does not position itself as a capital allocator. Investment activity centers on equity exposure as the primary allocation. Exchange-traded equities and ETFs make up the largest slice of the portfolio footprint, used as the core liquid sleeve for client accounts. Stride appears to blend discretionary portfolio management (the majority of assets) with non-discretionary assignments, tailoring portfolios to individual client needs while retaining flexibility to incorporate third-party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices