STRATEGY ASSET MANAGERS L.L.C.
CRD #109939 SEC #801-60049 PASADENA, CA 626-657-0559
SEC Registered Private Funds
Total AUM
$741.5M
Discretionary
$741.5M
Employees
9
Clients
101
Accounts
1,099
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $741.5M | $741.5M | $0 | 9 | 0 |
| Mar 2025 | $741.5M | $741.5M | $0 | 9 | 0 |
| Sep 2024 | $631M | $631M | $0 | 12 | 0 |
| Mar 2024 | $631M | $631M | $0 | 12 | 0 |
| Mar 2024 | $593.1M | $593.1M | $0 | 12 | 0 |
| Dec 2023 | $593.1M | $593.1M | $0 | 12 | 0 |
| Nov 2023 | $593.1M | $593.1M | $0 | 12 | 0 |
| Mar 2023 | $593.1M | $593.1M | $0 | 12 | 0 |
| Dec 2022 | $677.5M | $677.5M | $0 | 9 | 0 |
| Apr 2022 | $677.5M | $677.5M | $0 | 9 | 0 |
| Mar 2022 | $677.5M | $677.5M | $0 | 9 | 0 |
| Jun 2021 | $583.7M | $583.7M | $0 | 7 | 0 |
| Jan 2021 | $583.7M | $583.7M | $0 | 7 | 0 |
| Jan 2021 | $583.7M | $583.7M | $0 | 7 | 0 |
| Oct 2020 | $609.6M | $609.6M | $0 | 7 | 0 |
| Jun 2020 | $609.6M | $609.6M | $0 | 7 | 0 |
| Jun 2020 | $609.6M | $609.6M | $0 | 7 | 0 |
| Mar 2020 | $609.6M | $609.6M | $0 | 7 | 0 |
| Dec 2019 | $512.9M | $501M | $11.9M | 13 | 0 |
| Dec 2019 | $512.9M | $501M | $11.9M | 13 | 0 |
| Oct 2019 | $512.9M | $501M | $11.9M | 13 | 0 |
| Jul 2019 | $512.9M | $501M | $11.9M | 13 | 0 |
| Jul 2019 | $512.9M | $501M | $11.9M | 13 | 0 |
| Jul 2019 | $512.9M | $501M | $11.9M | 13 | 0 |
| May 2019 | $512.9M | $501M | $11.9M | 10 | 0 |
| Mar 2019 | $512.9M | $501M | $11.9M | 10 | 0 |
| Sep 2018 | $594.5M | $594.5M | $0 | 10 | 7 |
| Aug 2018 | $594.5M | $594.5M | $0 | 10 | 7 |
| Apr 2018 | $594.5M | $594.5M | $0 | 10 | 7 |
| Mar 2018 | $594.5M | $594.5M | $0 | 10 | 7 |
| May 2017 | $519M | $519M | $0 | 13 | 500 |
| Mar 2017 | $519M | $519M | $0 | 13 | 500 |
| Jan 2017 | $544.9M | $544.9M | $0 | 9 | 500 |
| Oct 2016 | $544.9M | $544.9M | $0 | 9 | 500 |
| Mar 2016 | $544.9M | $544.9M | $0 | 9 | 500 |
| Feb 2016 | $573.2M | $573.2M | $0 | 9 | 500 |
| Jan 2016 | $573.2M | $573.2M | $0 | 9 | 500 |
| Jan 2016 | $573.2M | $573.2M | $0 | 9 | 500 |
| Jun 2015 | $573.2M | $573.2M | $0 | 9 | 500 |
| Mar 2015 | $573.2M | $573.2M | $0 | 9 | 500 |
| Mar 2014 | $565.5M | $565.5M | $0 | 5 | 500 |
| Apr 2013 | $483.1M | $483.1M | $0 | 5 | 1,000 |
| Mar 2013 | $483.1M | $483.1M | $0 | 5 | 1,000 |
| Apr 2012 | $477.7M | $477.7M | $0 | 6 | 1,000 |
| Apr 2012 | $477.7M | $477.7M | $0 | 6 | 1,000 |
| Jun 2011 | $483.5M | $483.5M | $0 | 10 | -- |
| Mar 2011 | $483.5M | $483.5M | $0 | 10 | -- |
| Mar 2010 | $480.9M | $480.9M | $0 | 5 | -- |
| Oct 2009 | $446.6M | $446.6M | $0 | 10 | -- |
| Feb 2009 | $446.6M | $446.6M | $0 | 10 | -- |
| Mar 2008 | $721.2M | $721.2M | $0 | 10 | -- |
| Apr 2007 | $754.8M | $754.8M | $0 | 10 | -- |
| Mar 2007 | $754.8M | $754.8M | $0 | 10 | -- |
| Mar 2004 | $492.4M | $491.1M | $1.3M | 10 | -- |
| Apr 2002 | $450.2M | $450.2M | $0 | 10 | -- |
| Mar 2002 | $408.1M | $408.1M | $0 | 10 | -- |
| Oct 2001 | $317.9M | $317.9M | $0 | 5 | -- |
| Aug 2001 | $184.2M | $184.2M | $0 | 5 | -- |
| Jun 2001 | $184.2M | $184.2M | $0 | 5 | -- |
DateApr 2025
Total AUM$741.5M
Discretionary$741.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$741.5M
Discretionary$741.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2024
Total AUM$631M
Discretionary$631M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$631M
Discretionary$631M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$593.1M
Discretionary$593.1M
Non-Disc.$0
Employees12
Clients0
DateDec 2023
Total AUM$593.1M
Discretionary$593.1M
Non-Disc.$0
Employees12
Clients0
DateNov 2023
Total AUM$593.1M
Discretionary$593.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$593.1M
Discretionary$593.1M
Non-Disc.$0
Employees12
Clients0
DateDec 2022
Total AUM$677.5M
Discretionary$677.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$677.5M
Discretionary$677.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$677.5M
Discretionary$677.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$583.7M
Discretionary$583.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$583.7M
Discretionary$583.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2021
Total AUM$583.7M
Discretionary$583.7M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$609.6M
Discretionary$609.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$609.6M
Discretionary$609.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$609.6M
Discretionary$609.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$609.6M
Discretionary$609.6M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees13
Clients0
DateDec 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees13
Clients0
DateOct 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees13
Clients0
DateJul 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees13
Clients0
DateJul 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees13
Clients0
DateJul 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees13
Clients0
DateMay 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees10
Clients0
DateMar 2019
Total AUM$512.9M
Discretionary$501M
Non-Disc.$11.9M
Employees10
Clients0
DateSep 2018
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees10
Clients7
DateAug 2018
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees10
Clients7
DateApr 2018
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees10
Clients7
DateMar 2018
Total AUM$594.5M
Discretionary$594.5M
Non-Disc.$0
Employees10
Clients7
DateMay 2017
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees13
Clients500
DateMar 2017
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees13
Clients500
DateJan 2017
Total AUM$544.9M
Discretionary$544.9M
Non-Disc.$0
Employees9
Clients500
DateOct 2016
Total AUM$544.9M
Discretionary$544.9M
Non-Disc.$0
Employees9
Clients500
DateMar 2016
Total AUM$544.9M
Discretionary$544.9M
Non-Disc.$0
Employees9
Clients500
DateFeb 2016
Total AUM$573.2M
Discretionary$573.2M
Non-Disc.$0
Employees9
Clients500
DateJan 2016
Total AUM$573.2M
Discretionary$573.2M
Non-Disc.$0
Employees9
Clients500
DateJan 2016
Total AUM$573.2M
Discretionary$573.2M
Non-Disc.$0
Employees9
Clients500
DateJun 2015
Total AUM$573.2M
Discretionary$573.2M
Non-Disc.$0
Employees9
Clients500
DateMar 2015
Total AUM$573.2M
Discretionary$573.2M
Non-Disc.$0
Employees9
Clients500
DateMar 2014
Total AUM$565.5M
Discretionary$565.5M
Non-Disc.$0
Employees5
Clients500
DateApr 2013
Total AUM$483.1M
Discretionary$483.1M
Non-Disc.$0
Employees5
Clients1,000
DateMar 2013
Total AUM$483.1M
Discretionary$483.1M
Non-Disc.$0
Employees5
Clients1,000
DateApr 2012
Total AUM$477.7M
Discretionary$477.7M
Non-Disc.$0
Employees6
Clients1,000
DateApr 2012
Total AUM$477.7M
Discretionary$477.7M
Non-Disc.$0
Employees6
Clients1,000
DateJun 2011
Total AUM$483.5M
Discretionary$483.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$483.5M
Discretionary$483.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$480.9M
Discretionary$480.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$446.6M
Discretionary$446.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$446.6M
Discretionary$446.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$721.2M
Discretionary$721.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$754.8M
Discretionary$754.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$492.4M
Discretionary$491.1M
Non-Disc.$1.3M
Employees10
Clients--
DateApr 2002
Total AUM$450.2M
Discretionary$450.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$408.1M
Discretionary$408.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2001
Total AUM$317.9M
Discretionary$317.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees5
Clients--