RIA Intelligence

FUNDSTRAT CAPITAL LLC

Legal name: FUNDSTRAT CAPITAL

CRD #332163 SEC #801-131012 NEW YORK, NY 212-293-7132
SEC Registered
Total AUM
$901M
Discretionary
$901M
Employees
3
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEE, THOMAS, JONGICO-FOUNDER / MANAGING PARTNERNA Control
LEE, THOMAS, JONGICO-FOUNDER / MANAGING PARTNERNA Control
LEE, THOMAS, JONGICO-FOUNDER / MANAGING PARTNERNA Control
LEE, THOMAS, JONGICO-FOUNDER / MANAGING PARTNERNA Control
MCDEVITT, JOHN, THOMASICHIEF COMPLIANCE OFFICERNA
MCDEVITT, JOHN, THOMASICHIEF COMPLIANCE OFFICERNA Control
MCDEVITT, JOHN, THOMASICHIEF COMPLIANCE OFFICERNA Control
MCDEVITT, JOHN, THOMASICHIEF COMPLIANCE OFFICERNA
QUINN, STEVEN, PAULIMANAGING MEMBERNA Control
QUINN, STEVEN, PAULIMANAGING MEMBERNA Control
QUINN, STEVEN, PAULIMANAGING MEMBERNA Control
XUAN, XIAOFENGIMEMBERNA Control
XUAN, XIAOFENGIMEMBERNA Control
XUAN, XIAOFENGIMEMBERNA Control
XUAN, XIAOFENGIMEMBERNA Control
TLJB LLCDEMEMBERE Control
TLJB LLCDEMEMBERE Control
TLJB LLCDEMEMBERE Control
TLJB LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BAI, JOHN, SUNGHOITLJB LLCC Control
BAI, JOHN, SUNGHOITLJB LLCC Control
BAI, JOHN, SUNGHOITLJB LLCC Control
LEE, THOMAS, JONGITLJB LLCC Control
LEE, THOMAS, JONGITLJB LLCC Control
LEE, THOMAS, JONGITLJB LLCC Control

Registrations

Federal

IA
Mar 12, 2025 REGISTERED

Notice Filings (1)

NY

Address

150 E 52ND ST
3RD FLOOR
NEW YORK, NY 10022
United States
Phone: 212-293-7132