Strategas Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 22, 2026, reports $458M in regulatory assets under management, 26 employees, 1 office, and 15 accounts.
Assets Under Management
$458M
Employees
26
Offices
1 office
Total Clients
15
Primary office
NEW YORK, NY
52 VANDERBILT AVENUE, 19TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
10
2
Investment Cos.
20.0%
3
3
Other Advisers
6.7%
1
4
Corporations
6.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$458Mas of April 22, 2026
Discretionary100.0%
$458M
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.
Total AUM$458M
Total Accounts15
10Y AUM Change+$389M (+559.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee1:1
10Y Employee Change+9 (+52.9%)
* 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.