Strategy Capital LLC
● SEC registered since 2018CRD 169007SEC# 801-114124Los Altos, CA
Ranks #2,653 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.34B
Fund GAV
$1.41B
Private funds
4
Employees
7
Accounts
5
Location
Los Altos, CA
Strategy Capital LLC assets under management
Strategy Capital LLC is a registered investment adviser overseen by the SEC based in Los Altos, CA. The firm has been registered since 2018. It reports $1.3 billion in regulatory assets under management and employs 7 people. Strategy Capital LLC manages 4 private funds with combined gross assets of $1.4 billion, including Strategy Capital Institutional Investors, L.P. By regulatory assets, it ranks 2,653 of 6,004 private fund managers.
Strategy Capital LLC private funds
4 funds · $1.41B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Strategy Capital Institutional Investors, L.P. | Hedge | $791.1M | $25M |
| Strategy Capital Investors, L.P. | Hedge | $574.7M | $500K |
| Strategy Capital International Investors, L.P. | Hedge | $38.5M | $5M |
See all 4 funds — unlock the full record.
Join to unlock · $37/moStrategy Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hamilton Wright Helmer Control | Managing Member | Over 75% | 2013 |
| John Clark Rutherford Control | Special Member, Chief Operating Officer, Chief Compliance Officer | 10-25% | 2013 |
Frequently asked questions
How much does Strategy Capital LLC manage?
Strategy Capital LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Strategy Capital LLC manage?
Strategy Capital LLC manages 4 private funds with combined gross assets of $1.4 billion.
How many employees does Strategy Capital LLC have?
Strategy Capital LLC reports 7 employees.
Where is Strategy Capital LLC located?
Strategy Capital LLC is based in Los Altos, CA and has been SEC-registered since 2018.
Does Strategy Capital LLC disclose fund performance?
Strategy Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 First Street, Suite 13, Los Altos, CA 94022-2756 |
| Phone | 650-917-8700 |
| Office hours | 8:30-5:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.34B▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
AUM vs fund managersTop 44%
Larger than 56% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.34B
Fund type mix
Hedge3
Venture Capital1
Service providers
Auditor
Prime broker
Custodian
Administrator