STRATEGY CAPITAL LLC
CRD #122835 SEC #801-63607 LOS ALTOS, CA (650) 917-8700
SEC Registered
Total AUM
$33.2M
Discretionary
$33.2M
Employees
5
Clients
--
Accounts
3
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASTEL, HEIDI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASTEL, HEIDI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BASTEL, HEIDI, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HELMER, HAMILTON, WRIGHT | I | MANAGING MEMBER | E | Control |
| HELMER, HAMILTON, WRIGHT | I | MANAGING MEMBER | E | Control |
| HELMER, HAMILTON, WRIGHT | I | MANAGING MEMBER | E | Control |
| HELMER, HAMILTON, WRIGHT | I | MANAGING MEMBER | E | Control |
| TINT, LAWRENCE, GILBERT | I | MANAGING MEMBER | B | Control |
| TINT, LAWRENCE, GILBERT | I | MANAGING MEMBER | B | Control |
| TINT, LAWRENCE, GILBERT | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Nov 4, 2005 REGISTERED
Notice Filings (1)
CA
Address
350 SECOND STREET, SUITE 2LOS ALTOS, CA 94022
USA
Phone: (650) 917-8700