Strategy Asset Managers L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pasadena, CA. Its latest Form ADV filing, dated March 31, 2026, reports $930M in regulatory assets under management, 10 employees, 2 offices, and 1,458 accounts.
Assets Under Management
$930M
Employees
10
Offices
2 offices
Total Clients
633
Primary office
PASADENA, CA
790 E. COLORADO BLVD, SUITE 200, PASADENA, CA, United States
Top client segmentIndividuals represent 60.7% of total clients.
Top client categories% of clientsClients
1
Individuals
60.7%
384
2
HNWI
33.8%
214
3
Charitable
2.1%
13
4
Pension Plans
1.9%
12
5
Corporations
1.3%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$930Mas of March 31, 2026
Discretionary100.0%
$930M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$930M
Total Accounts1,458
10Y AUM Change+$411M (+79.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee63:1
10Y Employee Change-3 (-23.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.