RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 25, 2025
Branch Offices
1
LEI
254900GTCZBJ0EJ1X972

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
HELMER, HAMILTON, WRIGHTIMANAGING MEMBERE Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER AND CHIEF OPERATING OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER AND CHIEF OPERATING OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER AND CHIEF OPERATING OFFICERB Control
RUTHERFORD, JOHN, CLARKISPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Feb 25, 2025 REGISTERED

Notice Filings (1)

CA

Address

1 FIRST STREET
SUITE 13
LOS ALTOS, CA 94022-2756
United States
Phone: 650-917-8700