Data / Investment advisers / Illinois / Corgi Strategies, LLC
Corgi Strategies, LLC, Chicago, IL: $799 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Corgi Strategies, LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $799 million in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 337985
- SEC file number
- 801-134212
- SEC status
- Approved, effective August 26, 2025
- Main office
- 200 W Madison Ave Suite 3810, Chicago, IL 60606
- Phone
- (855) 552-6744
- Website
- founderledfunds.com
- Regulatory AUM
- $799,330,000 in the Form ADV filed September 23, 2026
- Discretionary AUM
- $799,330,000
- Accounts
- 206
- Employees
- 18, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 206 | $799.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $799.3 million | September 23, 2026 |
| September 1, 2026 | $825.1 million | August 29, 2026 |
| April 1, 2026 | $10 million | March 31, 2026 |
| February 2, 2026 | $10 million | January 15, 2026 |
| December 1, 2025 | Not listed | November 19, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Xa Investments | Chicago | $865.6 million | Not listed | adviserinfo.sec.gov |
| Greenrock Research, Inc. | Chicago | $863.9 million | Not listed | adviserinfo.sec.gov |
| Ativo Capital Management, LLC | Chicago | $862.7 million | 1 | adviserinfo.sec.gov |
| Riverglade Capital | Chicago | $846.9 million | 5 | adviserinfo.sec.gov |
| Greyrock Capital Group | Chicago | $818.2 million | 4 | adviserinfo.sec.gov |
| Centric Wealth Management, LLC | Chicago | $792.9 million | Not listed | adviserinfo.sec.gov |
| Pfingsten Partners, L.L.C. | Chicago | $787 million | 4 | adviserinfo.sec.gov |
| Factor Wealth Management | Chicago | $781 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Corgi Strategies, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.