Data / Investment advisers / California / Strategy Capital LLC
Strategy Capital LLC, Los Altos, CA: $1.3 billion AUM, SEC registered investment adviser
Strategy Capital LLC is an SEC registered investment adviser with its main office in Los Altos, California and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 2, 2026. Its clients include pooled investment vehicles and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 169007
- SEC file number
- 801-114124
- SEC status
- Approved, effective October 12, 2018
- Main office
- 1 First Street Suite 13, Los Altos, CA 94022
- Phone
- (650) 917-8700
- Website
- strategycapital.com
- Regulatory AUM
- $1,344,508,676 in the Form ADV filed March 2, 2026
- Discretionary AUM
- $1,344,508,676
- Accounts
- 5
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 3 hedge funds, 1 venture capital fund
- Gross assets of private funds
- $1,414,549,731
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 2, 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 |
|---|---|---|
| Pooled investment vehicles | 4 | $1.27 billion |
| Investment companies | 1 | $71.3 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 |
|---|---|---|
| April 1, 2026 | $1.34 billion | March 2, 2026 |
| December 1, 2025 | $1.26 billion | February 25, 2025 |
Other advisers in Los Altos
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Three Bridge Wealth Advisors | Los Altos | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Traveka Wealth, LLC | Los Altos | $730.8 million | Not listed | adviserinfo.sec.gov |
| Diversifi Capital Inc | Los Altos | $671.4 million | 22 | adviserinfo.sec.gov |
| Riley Friedman Asset Management | Los Altos | $584.8 million | Not listed | adviserinfo.sec.gov |
| Flywheel Private Wealth LLC | Los Altos | $415 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Altos, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Strategy Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.