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| Keyboard |
| Fundstrat Capital LLC
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|---|---|
| CRD # | 332163 |
| SEC # | 801-131012 |
| CIK # | 0002103584 |
| AUM | 4,603.0 M (2026-03-10) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-293-7132 |
| Address | 150 E 52nd St New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 28 Aug 2026 | Fundstrat Capital Announces August 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) — Sahm |
| Thu, 27 Aug 2026 | Press Release: Fundstrat Capital Announces August 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) — Moomoo |
| Mon, 03 Aug 2026 | Watch CNBC's full interview with Fundstrat Capital CIO Tom Lee — CNBC |
| Tue, 09 Jun 2026 | Tom Lee's Fundstrat Capital Announces May 2026 Rebalance for Granny Shots US Small- & Mid-Cap ETF — Yahoo Finance |
| Fri, 22 May 2026 | Tom Lee's Fundstrat Capital Brings Granny Shots Strategy to European Investors with GRNY UCITS Launch on London Stock Exchange, Borsa Italiana, and Deutsche Börse Xetra — PR Newswire |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 4.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 4.6 |
| By Discretionary | ||
| Discretionary | 3 | 4.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 3 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002103584] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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