STRATEGIES LLC
Legal name: STRATEGIES CAPITAL MANAGEMENT
CRD #114035 SEC #801-62180 DENVER, CO 303-926-9600
SEC Registered
Total AUM
$518.6M
Discretionary
$120.8M
Employees
4
Clients
1
Accounts
97
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $518.6M | $120.8M | $397.8M | 4 | 0 |
| Sep 2019 | $471.7M | $113.4M | $358.3M | 4 | 0 |
| Jan 2019 | $471.7M | $113.4M | $358.3M | 4 | 0 |
| Aug 2018 | $561.6M | $137.5M | $424.2M | 6 | 0 |
| Aug 2018 | $561.6M | $137.5M | $424.2M | 6 | 0 |
| May 2018 | $561.6M | $137.5M | $424.2M | 6 | 0 |
| Apr 2018 | $561.6M | $137.5M | $424.2M | 6 | 0 |
| Feb 2018 | $561.6M | $137.5M | $424.2M | 6 | 0 |
| Aug 2017 | $523M | $95.6M | $427.3M | 6 | 26 |
| Jun 2017 | $523M | $95.6M | $427.3M | 6 | 26 |
| Jan 2017 | $523M | $95.6M | $427.3M | 6 | 26 |
| Oct 2016 | $517.8M | $84.2M | $433.6M | 6 | 26 |
| Aug 2016 | $517.8M | $84.2M | $433.6M | 6 | 26 |
| May 2016 | $517.8M | $84.2M | $433.6M | 6 | 26 |
| Mar 2016 | $517.8M | $84.2M | $433.6M | 6 | 26 |
| Nov 2015 | $67.6M | $63.9M | $3.7M | 7 | 26 |
| Apr 2015 | $67.6M | $63.9M | $3.7M | 7 | 26 |
| Apr 2015 | $67.6M | $63.9M | $3.7M | 7 | 26 |
| Mar 2015 | $67.6M | $63.9M | $3.7M | 7 | 26 |
| May 2014 | $71.3M | $71.3M | $0 | 7 | 26 |
| Mar 2014 | $71.3M | $71.3M | $0 | 7 | 26 |
| Mar 2013 | $60.2M | $60.2M | $0 | 6 | 26 |
| Oct 2012 | $34.7M | $34.7M | $0 | 6 | 26 |
| Jun 2012 | $1.1B | $47.7M | $1.1B | 6 | 26 |
| Apr 2012 | $1.1B | $47.7M | $1.1B | 6 | 26 |
| Jul 2011 | $1B | $46.5M | $957.1M | 10 | -- |
| Mar 2011 | $1B | $46.5M | $957.1M | 10 | -- |
| Sep 2010 | $817.1M | $39.6M | $777.5M | 10 | -- |
| Jun 2010 | $817.1M | $39.6M | $777.5M | 10 | -- |
| Mar 2009 | $480M | $33M | $447M | 10 | -- |
| Mar 2008 | $707M | $33.1M | $673.9M | 10 | -- |
| Nov 2007 | $407M | $32.4M | $374.6M | 10 | -- |
| Oct 2007 | $407M | $32.4M | $374.6M | 10 | -- |
| Oct 2007 | $407M | $32.4M | $374.6M | 10 | -- |
| Sep 2007 | $407M | $32.4M | $374.6M | 10 | -- |
| Mar 2007 | $407M | $32.4M | $374.6M | 10 | -- |
| Mar 2006 | $161.1M | $25.2M | $135.9M | 5 | -- |
| Sep 2005 | $142.8M | $21.3M | $121.6M | 5 | -- |
| May 2004 | $97.2M | $26M | $71.1M | 5 | -- |
| Mar 2004 | $68.4M | $24.8M | $43.7M | 5 | -- |
DateMar 2020
Total AUM$518.6M
Discretionary$120.8M
Non-Disc.$397.8M
Employees4
Clients0
DateSep 2019
Total AUM$471.7M
Discretionary$113.4M
Non-Disc.$358.3M
Employees4
Clients0
DateJan 2019
Total AUM$471.7M
Discretionary$113.4M
Non-Disc.$358.3M
Employees4
Clients0
DateAug 2018
Total AUM$561.6M
Discretionary$137.5M
Non-Disc.$424.2M
Employees6
Clients0
DateAug 2018
Total AUM$561.6M
Discretionary$137.5M
Non-Disc.$424.2M
Employees6
Clients0
DateMay 2018
Total AUM$561.6M
Discretionary$137.5M
Non-Disc.$424.2M
Employees6
Clients0
DateApr 2018
Total AUM$561.6M
Discretionary$137.5M
Non-Disc.$424.2M
Employees6
Clients0
DateFeb 2018
Total AUM$561.6M
Discretionary$137.5M
Non-Disc.$424.2M
Employees6
Clients0
DateAug 2017
Total AUM$523M
Discretionary$95.6M
Non-Disc.$427.3M
Employees6
Clients26
DateJun 2017
Total AUM$523M
Discretionary$95.6M
Non-Disc.$427.3M
Employees6
Clients26
DateJan 2017
Total AUM$523M
Discretionary$95.6M
Non-Disc.$427.3M
Employees6
Clients26
DateOct 2016
Total AUM$517.8M
Discretionary$84.2M
Non-Disc.$433.6M
Employees6
Clients26
DateAug 2016
Total AUM$517.8M
Discretionary$84.2M
Non-Disc.$433.6M
Employees6
Clients26
DateMay 2016
Total AUM$517.8M
Discretionary$84.2M
Non-Disc.$433.6M
Employees6
Clients26
DateMar 2016
Total AUM$517.8M
Discretionary$84.2M
Non-Disc.$433.6M
Employees6
Clients26
DateNov 2015
Total AUM$67.6M
Discretionary$63.9M
Non-Disc.$3.7M
Employees7
Clients26
DateApr 2015
Total AUM$67.6M
Discretionary$63.9M
Non-Disc.$3.7M
Employees7
Clients26
DateApr 2015
Total AUM$67.6M
Discretionary$63.9M
Non-Disc.$3.7M
Employees7
Clients26
DateMar 2015
Total AUM$67.6M
Discretionary$63.9M
Non-Disc.$3.7M
Employees7
Clients26
DateMay 2014
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2013
Total AUM$60.2M
Discretionary$60.2M
Non-Disc.$0
Employees6
Clients26
DateOct 2012
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees6
Clients26
DateJun 2012
Total AUM$1.1B
Discretionary$47.7M
Non-Disc.$1.1B
Employees6
Clients26
DateApr 2012
Total AUM$1.1B
Discretionary$47.7M
Non-Disc.$1.1B
Employees6
Clients26
DateJul 2011
Total AUM$1B
Discretionary$46.5M
Non-Disc.$957.1M
Employees10
Clients--
DateMar 2011
Total AUM$1B
Discretionary$46.5M
Non-Disc.$957.1M
Employees10
Clients--
DateSep 2010
Total AUM$817.1M
Discretionary$39.6M
Non-Disc.$777.5M
Employees10
Clients--
DateJun 2010
Total AUM$817.1M
Discretionary$39.6M
Non-Disc.$777.5M
Employees10
Clients--
DateMar 2009
Total AUM$480M
Discretionary$33M
Non-Disc.$447M
Employees10
Clients--
DateMar 2008
Total AUM$707M
Discretionary$33.1M
Non-Disc.$673.9M
Employees10
Clients--
DateNov 2007
Total AUM$407M
Discretionary$32.4M
Non-Disc.$374.6M
Employees10
Clients--
DateOct 2007
Total AUM$407M
Discretionary$32.4M
Non-Disc.$374.6M
Employees10
Clients--
DateOct 2007
Total AUM$407M
Discretionary$32.4M
Non-Disc.$374.6M
Employees10
Clients--
DateSep 2007
Total AUM$407M
Discretionary$32.4M
Non-Disc.$374.6M
Employees10
Clients--
DateMar 2007
Total AUM$407M
Discretionary$32.4M
Non-Disc.$374.6M
Employees10
Clients--
DateMar 2006
Total AUM$161.1M
Discretionary$25.2M
Non-Disc.$135.9M
Employees5
Clients--
DateSep 2005
Total AUM$142.8M
Discretionary$21.3M
Non-Disc.$121.6M
Employees5
Clients--
DateMay 2004
Total AUM$97.2M
Discretionary$26M
Non-Disc.$71.1M
Employees5
Clients--
DateMar 2004
Total AUM$68.4M
Discretionary$24.8M
Non-Disc.$43.7M
Employees5
Clients--