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| Happy Holidays!! thanks for using AUM13F!! |
| Strategas Asset Management LLC
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| CRD # | 172000 |
| SEC # | 801-113292 |
| CIK # | 0001728280 |
| AUM | $148.2 M (2025-03-28) |
| Employees | 22 (41% Investors, 91% Brokers) |
| Phone | 855-273-7227 |
| Address | 52 Vanderbilt Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.7 | ||
| Apple Inc | 2.0 | ||
| J P Morgan Chase & Co | 1.8 | ||
| Alphabet Inc | 1.2 | ||
| Facebook Inc | 1.1 | ||
| Home Depot Inc | 1.0 | ||
| Progressive Corp/Oh/ | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| General Electric Co | 0.8 | ||
| GE Vernova Inc | 0.8 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 7.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 137.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 148.2 |
| By Discretionary | ||
| Discretionary | 20 | 148.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 148.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.2 | |
| Total | 20 | 148.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001728280] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Strategas Asset Management LLC
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|
NY | 0.1 |
|
Strategas Securities LLC
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|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Garner Financial Management Inc
✚
|
CA | 0.1 |
|
DWV Advisors LLC
✚
|
VT | 0.1 |
|
McIntyre Freedman & Flynn Investment Advisers Inc
✚
|
MA | 0.1 |
|
Emeth Value Capital LLC
✚
|
LA | 0.1 |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.1 |
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
Brooktree Capital Management Inc
✚
|
MI | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |