Corgi Strategies, LLC
● SEC registered since 2025CRD 337985SEC# 801-134212San Francisco, CA
Reg. AUM
$10M
Employees
1
Accounts
1
Location
San Francisco, CA
Corgi Strategies, LLC assets under management
Corgi Strategies, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2025. It reports $10 million in regulatory assets under management and employs 1 people.
Corgi Strategies, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corgi Insurance Services, Inc. Control | Parent Company | Over 75% | 2025 |
| Emily Zeng Yuan Control | Chief Compliance Officer, Chief Executive Officer, President | 10-25% | 2025 |
| Emily Zeng Yuan Control | Director (employed By Manager) | — | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Corgi Strategies, LLC manage?
Corgi Strategies, LLC reports $10 million in regulatory assets under management on its Form ADV.
How many employees does Corgi Strategies, LLC have?
Corgi Strategies, LLC reports 1 employees.
Where is Corgi Strategies, LLC located?
Corgi Strategies, LLC is based in San Francisco, CA 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 | 425 Bush Street, Suite 500, San Francisco, CA 94108-3726 |
| Phone | 855-552-6744 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$10Mregulatory AUM
Discretionary $10M