Strider Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310923
- Website
- www.stridercapital.com
- Custodians
- BANK OF AMERICA, CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI64.32%
- Corporations / Businesses35.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Strider Capital, LLC is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm provides portfolio management services with an explicit focus on individuals, families and small-business clients; it also works with institutional clients. Compensation is a mix of percentage-of-AUM fees and performance-based fees. Strider identifies equities as its primary investment preference and does not list ESG investing as an active focus. The adviser does not position itself as a multi-state or pension consultant, and it is not described as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Michael La Valle
Managing PartnerCRD 5184548
Christopher Knittle
Investment Banking AssociateCRD 7582972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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