|
⚲
|
| Keyboard |
| Stratos Investment Management LLC
✚
|
|
|---|---|
| CRD # | 283850 |
| SEC # | 801-107873 |
| CIK # | 0001286003, 0001707206 |
| AUM | 3,311.7 M (2026-06-08) |
| Employees | 89 (4% Investors, 34% Brokers) |
| Phone | 440-210-4900 |
| Address | 3750 Park East Drive Suite 200 Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($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 | 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 | 3 | 3.3 |
| (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 | 7,664 | 3.3 |
| By Discretionary | ||
| Discretionary | 7,664 | 3.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,664 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 7,664 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001286003] | |
| 13F-HR | [0001707206] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 370 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wellspring Capital Advisors LLC
✚
|
5,034.3 M | |
|
SRB Corporation
✚
|
MA | 4,821.1 M |
|
Northcrest Asset Management LLC
✚
|
MN | 4,327.1 M |
|
Cinven Inc
✚
|
NY | 3,277.1 M |
|
Adams Diversified Equity Fund Inc
✚
|
MD | 3,028.6 M |
|
AB Broadly Syndicated Loan Manager LLC
✚
|
TN | 2,623.0 M |
|
Icon Infrastructure North America Inc
✚
|
NY | 2,525.0 M |
|
Intermede Global Partners Inc
✚
|
CA | 2,136.1 M |
|
Hermes GPE USA Inc
✚
|
NY | 1,656.5 M |
|
CNL Strategic Capital Management LLC
✚
|
FL | 1,538.4 M |