STRATIFI, LLC
CRD #149862 SEC #801-70173 SAN FRANCISCO, CA 415-548-6421
SEC Registered
Total AUM
$84.8M
Discretionary
$84.8M
Employees
11
Clients
--
Accounts
28
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $84.8M | $84.8M | $0 | 11 | 0 |
| Jan 2018 | $210.6M | $210.6M | $0 | 17 | 275 |
| Dec 2017 | $210.6M | $210.6M | $0 | 17 | 275 |
| Dec 2017 | $210.6M | $210.6M | $0 | 17 | 275 |
| Nov 2017 | $210.6M | $210.6M | $0 | 17 | 275 |
| Oct 2017 | $210.6M | $210.6M | $0 | 17 | 275 |
| Oct 2017 | $210.6M | $210.6M | $0 | 17 | 275 |
| Aug 2017 | $210.6M | $210.6M | $0 | 16 | 200 |
| Jul 2017 | $210.6M | $210.6M | $0 | 16 | 200 |
| Jul 2017 | $210.6M | $210.6M | $0 | 16 | 200 |
| May 2017 | $210.6M | $210.6M | $0 | 16 | 200 |
| Mar 2017 | $210.6M | $210.6M | $0 | 16 | 200 |
| Sep 2016 | $367.3M | $367.3M | $0 | 16 | 100 |
| Mar 2016 | $367.3M | $367.3M | $0 | 16 | 100 |
| Jan 2016 | $263.9M | $260.3M | $3.6M | 7 | 100 |
| Mar 2015 | $263.9M | $260.3M | $3.6M | 7 | 100 |
| Nov 2014 | $288.6M | $288.6M | $0 | 7 | 400 |
| Jul 2014 | $288.6M | $288.6M | $0 | 7 | 400 |
| Mar 2014 | $288.6M | $288.6M | $0 | 7 | 400 |
| Nov 2013 | $146.3M | $146.3M | $0 | 5 | 26 |
| Sep 2013 | $146.3M | $146.3M | $0 | 5 | 26 |
| Apr 2013 | $146.3M | $146.3M | $0 | 3 | 26 |
| Jan 2012 | $101.3M | $101.3M | $0 | 1 | 26 |
| Mar 2011 | $166.2M | $67.4M | $98.7M | 5 | -- |
| Mar 2011 | $166.2M | $67.4M | $98.7M | 5 | -- |
| Jul 2010 | $61.5M | $61.5M | $0 | 5 | -- |
| Mar 2010 | $55.1M | $55.1M | $0 | 5 | -- |
| Apr 2009 | $22.7M | $22.7M | $0 | 5 | -- |
DateMar 2018
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees11
Clients0
DateJan 2018
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees17
Clients275
DateDec 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees17
Clients275
DateDec 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees17
Clients275
DateNov 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees17
Clients275
DateOct 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees17
Clients275
DateOct 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees17
Clients275
DateAug 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees16
Clients200
DateJul 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees16
Clients200
DateJul 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees16
Clients200
DateMay 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees16
Clients200
DateMar 2017
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees16
Clients200
DateSep 2016
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees16
Clients100
DateMar 2016
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees16
Clients100
DateJan 2016
Total AUM$263.9M
Discretionary$260.3M
Non-Disc.$3.6M
Employees7
Clients100
DateMar 2015
Total AUM$263.9M
Discretionary$260.3M
Non-Disc.$3.6M
Employees7
Clients100
DateNov 2014
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees7
Clients400
DateJul 2014
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees7
Clients400
DateMar 2014
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees7
Clients400
DateNov 2013
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients26
DateSep 2013
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients26
DateApr 2013
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees3
Clients26
DateJan 2012
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$166.2M
Discretionary$67.4M
Non-Disc.$98.7M
Employees5
Clients--
DateMar 2011
Total AUM$166.2M
Discretionary$67.4M
Non-Disc.$98.7M
Employees5
Clients--
DateJul 2010
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$22.7M
Discretionary$22.7M
Non-Disc.$0
Employees5
Clients--