CORGI STRATEGIES, LLC
CRD #337985 SEC #801-134212 SAN FRANCISCO, CA 855-552-6744
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 0
- LEI
- 39-3208325
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Margulies, Henry Bernard | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| Margulies, Henry Bernard | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| Margulies, Henry Bernard | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| CORGI INSURANCE SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| CORGI INSURANCE SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| CORGI INSURANCE SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| CORGI INSURANCE SERVICES, INC. | DE | PARENT COMPANY | E | Control |
| Yuan, Emily, Zeng | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, PRESIDENT | B | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (1)
CA
Address
425 BUSH ST,SUITE 500
SAN FRANCISCO, CA 94108-3726
United States
Phone: 855-552-6744