Strider Capital, LLC

RIASEC Registered
Total AUM
$76.5M
Discretionary
$76.5M
100% of AUM
Avg account
$5.5M
Accounts
14
Employees
9
Advisory reps
2

Firm details

Headquarters
,
CRD number
310923
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

FINTRX

Overview

Strider Capital, LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals, families and select institutional clients. The firm emphasizes equity exposure, with filings showing a strong tilt toward non-exchange-traded equities as the primary holding type. Compensation is a mix of percentage-of-AUM fees and performance-based fees, which suggests some client relationships are structured with incentive components tied to investment results. Strider Capital is not listed as an active ESG investor and is not identified as a pension consultant or multi-state adviser in its filing classifications. Investment activity centers on direct equity allocation rather than broad indexed passive strategies. The firm’s profile indicates a preference for concentrated equity positions held off-exchange, and it supplements those exposures with mutual funds where appropriate. Although the firm does not list itself as a capital allocator, its use of performance fees and off-exchange equity positions points to a willingness to deploy capital into less-liquid, higher-engagement opportunities that require ongoing monitoring and adviser involvement.

Assets & Accounts

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: Non-Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Non-Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Contacts

2 of 2
  • Michael La Valle

    Michael La Valle

    Managing PartnerCRD 5184548

  • Christopher Knittle

    Christopher Knittle

    Investment Banking AssociateCRD 7582972

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth