Data / Investment advisers / New York / Strategas Asset Management, LLC
Strategas Asset Management, LLC, New York, NY: $458 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Strategas Asset Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $458 million in regulatory assets under management in its Form ADV filed October 13, 2026. Its clients include investment companies, high net worth individuals and other investment advisers. It is paid through a percentage of assets under management and other fees.
The request: Watch Strategas Asset Management, LLC (CRD number 172000): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 172000
- SEC file number
- 801-113292
- SEC status
- Approved, effective May 25, 2018
- Main office
- 52 Vanderbilt Avenue 19th Floor, New York, NY 10017
- Phone
- (855) 273-7227
- Website
- strategasasset.com
- Regulatory AUM
- $458,429,544 in the Form ADV filed October 13, 2026
- Discretionary AUM
- $458,429,544
- Accounts
- 15
- Employees
- 26, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 13, 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 | 3 | $452.2 million |
| High net worth individuals | 10 | $4.8 million |
| Other investment advisers | 1 | $1.1 million |
| Corporations or other businesses | 1 | $312,118 |
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 |
|---|---|---|
| April 1, 2026 | $458.4 million | March 31, 2026 |
| December 1, 2025 | $148.2 million | November 21, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Peter Kimmelman Asset Management LP | New York | $466.3 million | 11 | adviserinfo.sec.gov |
| Adit Ventures Management, LLC | New York | $465.9 million | 27 | adviserinfo.sec.gov |
| Alta Fundamental Advisers LLC | New York | $465.8 million | 13 | adviserinfo.sec.gov |
| Scoggin Management LP | New York | $463.9 million | 2 | adviserinfo.sec.gov |
| Gdev Management, LLC | New York | $459.7 million | 8 | adviserinfo.sec.gov |
| Paramount Group Real Estate Advisor LLC | New York | $457.7 million | 6 | adviserinfo.sec.gov |
| Sicart Associates, LLC | New York | $455.4 million | 1 | adviserinfo.sec.gov |
| Brant Point Investment Management LLC | New York | $453.3 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Advisers serving high net worth individuals
- Strategas Asset Management, 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.