STRATA CAPITAL MANAGEMENT LP
CRD #140700 SEC #801-66777 BEVERLY HILLS, CA 310-228-4185
SEC Registered Private Funds
Total AUM
$74M
Discretionary
$73M
Employees
6
Clients
0
Accounts
5
Firm Details
- Organization Type
- Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 22, 2011
- 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 |
|---|---|---|---|---|
| BARNES, SWIFT, CHURCHILL | I | COO AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BARNES, SWIFT, CHURCHILL | I | COO | NA | Control |
| MOODEY, ROBERT, TODD | I | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| STEVENS, SCOTT, BLADES | I | VICE PRESIDENT | NA | Control |
| STEVENS, SCOTT, BLADES | I | VICE PRESIDENT | NA | Control |
| STEVENS, SCOTT, BLADES | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| STRATA ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| STRATA ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| STRATA ADVISORS, LLC | DE | GENERAL PARTNER | NA | Control |
| BARDACK, STEVEN | I | PRESIDENT, PORTFOLIO MANAGER AND PARTNER | E | Control |
| BARDACK, STEVEN | I | PRESIDENT, PORTFOLIO MANAGER AND PARTNER | E | Control |
| BARDACK, STEVEN | I | PRESIDENT, PORTFOLIO MANAGER AND PARTNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BARDACK, STEVEN | I | STRATA ADVISORS, LLC | E | Control |
| BARDACK, STEVEN | I | STRATA ADVISORS, LLC | E | Control |
| BARDACK, STEVEN | I | STRATA ADVISORS, LLC | E | Control |
Registrations
Federal
IA
Dec 22, 2011 REGISTERED
Notice Filings (2)
CA NY
Address
9665 WILSHIRE BLVDSUITE 505
BEVERLY HILLS, CA 90212
United States
Phone: 310-228-4185