Strive Asset Management

RIASEC RegisteredEst. 2022

Total AUM

$2.4B

Discretionary

$2.4B

100% of AUM

Avg account

$158M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 322039
Registered since: June 21, 2022
Website: www.strivefunds.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies99.9%
Pooled Investment Vehicles0.07%
HNWI0.03%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Strive Asset Management is an LLC that registered with the SEC in 2022 and reports an institutional client base. The firm provides fee-based portfolio management across individual/small business accounts, investment companies, and pooled investment vehicles. It identifies as not being an ESG-focused investor and does not present itself as a multi-state adviser, pension consultant, or related adviser. The firm charges advisory fees as a percentage of assets under management and does not describe itself as a capital allocator.