Fundstrat Capital LLC
● SEC registered since 2024CRD 332163SEC# 801-131012New York, NY
Reg. AUM
$4.6B
Employees
3
Accounts
3
Location
New York, NY
Fundstrat Capital LLC assets under management
Fundstrat Capital LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $4.6 billion in regulatory assets under management and employs 3 people.
Fundstrat Capital LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Thomas McDevitt | Chief Compliance Officer | Under 5% | 2024 |
| Thomas Jong Lee Control | Co-Founder / Managing Partner | Under 5% | 2024 |
| Tljb LLC Control | Member | Over 75% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Fundstrat Capital LLC manage?
Fundstrat Capital LLC reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Fundstrat Capital LLC have?
Fundstrat Capital LLC reports 3 employees.
Where is Fundstrat Capital LLC located?
Fundstrat Capital LLC is based in New York, NY and has been SEC-registered since 2024.
Does Fundstrat Capital LLC disclose fund performance?
Fundstrat Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 E 52nd St, 3rd Floor, New York, NY 10022 |
| Phone | 212-293-7132 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.6B▲ 411%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$4.6Bregulatory AUM
Discretionary $4.6B