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Strategas Asset Management, LLC

● SEC registered since 2018CRD 172000SEC# 801-113292New York, NY
Export (members)
Reg. AUM
$458.4M
Employees
26
Accounts
15
Location
New York, NY

Strategas Asset Management, LLC assets under management

Strategas Asset Management, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2018. It reports $458.4 million in regulatory assets under management and employs 26 people.

Strategas Asset Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Baird Financial Corporation ControlShareholderOver 75%2018
Dannell Wayne Anthony ControlDirector, FinanceUnder 5%2024
Eileen Margaret Gabay ControlChief Operations OfficerUnder 5%2023
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Frequently asked questions

How much does Strategas Asset Management, LLC manage?

Strategas Asset Management, LLC reports $458.4 million in regulatory assets under management on its Form ADV.

How many employees does Strategas Asset Management, LLC have?

Strategas Asset Management, LLC reports 26 employees.

Where is Strategas Asset Management, LLC located?

Strategas Asset Management, LLC is based in New York, NY and has been SEC-registered since 2018.

Does Strategas Asset Management, LLC disclose fund performance?

Strategas Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address52 Vanderbilt Avenue, 19th Floor, New York, NY 10017
Phone855-273-7227
Office hours7:30 a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1728280
Discloses disciplinary historyNo

Regulatory AUM

$458.4M▲ 209%
Mar '25 — $148.2MApr '25 — $148.2MMay '25 — $148.2MJun '25 — $148.2MJul '25 — $148.2MAug '25 — $148.2MSep '25 — $148.2MOct '25 — $148.2MNov '25 — $148.2MDec '25 — $148.2MJan '26 — $148.2MFeb '26 — $148.2MMar '26 — $458.4MApr '26 — $458.4MMay '26 — $458.4MJun '26 — $458.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers

Assets under management

$458.4Mregulatory AUM
Discretionary $458.4M