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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stratis Capital LLC
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| CRD # | 300130 |
| SEC # | 801-118000 |
| CIK # | |
| AUM | $448.8 M (2025-02-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-705-2500 |
| Address | 30 Old Kings Highway South Darien, CT 06820 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| 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) | 1 | 448.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 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 | 85 | 448.8 |
| By Discretionary | ||
| Discretionary | 56 | 295.7 |
| Non-Discretionary | 29 | 153.1 |
| Total | 85 | 448.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 448.8 | |
| Total | 85 | 448.8 |
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|---|---|---|
|
Capitol Private Wealth Group LLC
✚
|
VA | 0.5 |
|
Postrock Partners LLC
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|
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|
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|
Franklin Managed Options Strategies LLC
✚
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|
Zimmerman Wealth Management LLC
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|
Lifeinvest Wealth Management Ltd
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|
FL | 0.4 |
|
Azimut Genesis Advisors LLC
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|
FL | 0.4 |
|
5th Street Advisors LLC
✚
|
CT | 0.4 |
|
Grant/Grossmendelsohn LLC
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|
MD | 0.4 |