Corgi Strategies, LLC
● SEC registered since 2025CRD 337985SEC# 801-134212Chicago, IL
Reg. AUM
$799.3M
Employees
18
Accounts
206
Location
Chicago, IL
About Corgi Strategies
Corgi Strategies, presenting as Corgi Invest, offers thematic and strategy-driven ETFs. It offers low-fee funds intended to provide access to disruptive themes, frontier technology exposures, and related leveraged or buffered strategies.
Summary based on the firm’s website.
Corgi Strategies, LLC assets under management
Corgi Strategies, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2025. It reports $799.3 million in regulatory assets under management and employs 18 people.
Corgi Strategies, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corgi Insurance Services, Inc. Control | Parent Company | Over 75% | 2025 |
| Isaac William Hargett Control | Chief Executive Officer | Under 5% | 2026 |
| John Nick Papatsos Control | Chief Compliance Officer | Under 5% | 2026 |
| Miles Jennings Braden Control | Chief Operating Officer | Under 5% | 2026 |
| Emily Zeng Yuan Control | Director (employed By Manager) | — | 2025 |
| Nicolas Scott Laqua Control | Director (employed By Manager) | — | 2025 |
Frequently asked questions
How much does Corgi Strategies, LLC manage?
Corgi Strategies, LLC reports $799.3 million in regulatory assets under management on its Form ADV.
How many employees does Corgi Strategies, LLC have?
Corgi Strategies, LLC reports 18 employees.
Where is Corgi Strategies, LLC located?
Corgi Strategies, LLC is based in Chicago, IL and has been SEC-registered since 2025.
Does Corgi Strategies, LLC disclose fund performance?
Corgi Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 W Madison Ave, Suite 3810, Chicago, IL 60606-3465 |
| Phone | 855-552-6744 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$799.3M▲ 7893%
Jan '26Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,369 advisers
EmployeesTop 26%
More than 74% of 16,804 advisers
Assets under management
$799.3Mregulatory AUM
Discretionary $799.3M