STRATEGY CAPITAL LLC
CRD #169007 SEC #801-114124 LOS ALTOS, CA 650-917-8700
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
6
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.3B | $1.3B | $0 | 6 | 0 |
| Jun 2024 | $920.5M | $920.5M | $0 | 6 | 0 |
| Feb 2024 | $920.5M | $920.5M | $0 | 6 | 0 |
| Mar 2023 | $509.4M | $509.4M | $0 | 6 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 6 | 0 |
| Mar 2021 | $764.7M | $764.7M | $0 | 5 | 0 |
| May 2020 | $375.6M | $375.6M | $0 | 4 | 0 |
| Apr 2020 | $375.6M | $375.6M | $0 | 4 | 0 |
| Mar 2020 | $375.6M | $375.6M | $0 | 4 | 0 |
| Mar 2019 | $147.7M | $147.7M | $0 | 3 | 0 |
| Sep 2018 | $116.2M | $116.2M | $0 | 3 | 0 |
DateFeb 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$920.5M
Discretionary$920.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$920.5M
Discretionary$920.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$509.4M
Discretionary$509.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$764.7M
Discretionary$764.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$375.6M
Discretionary$375.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$147.7M
Discretionary$147.7M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees3
Clients0