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| Strid Group LLC
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|---|---|
| CRD # | 170052 |
| SEC # | 801-79182 |
| CIK # | 0001625800 |
| AUM | $899.1 M (2025-07-01) |
| Employees | 11 (64% Investors, 9% Brokers) |
| Phone | 610-994-9190 |
| Address | 3803 West Chester Pike Newtown Square, PA 19073 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nucor Corp | 7.2 | ||
| Interdigital Inc | 5.7 | ||
| AbbVie Inc | 2.0 | ||
| Apple Inc | 1.6 | ||
| Synchrony Financial | 1.3 | ||
| Arch Capital Group Ltd | 1.2 | ||
| Vertex Pharmaceuticals Inc / Ma | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 31.9 |
| (b) Individuals (high net worth individuals) | 201 | 849.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 17.7 |
| (h) Charitable organizations | 2 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,578 | 899.1 |
| By Discretionary | ||
| Discretionary | 2,525 | 868.4 |
| Non-Discretionary | 53 | 30.8 |
| Total | 2,578 | 899.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 897.9 | |
| Total | 2,578 | 899.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001625800] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Armbruster Capital Management Inc
✚
|
NY | 0.9 |
|
Minneapolis Portfolio Management Group LLC
✚
|
MN | 0.9 |
|
ASB Consultores LLC
✚
|
FL | 0.9 |
|
Archer Investment Corporation
✚
|
IN | 0.9 |
|
Syverson Strege & Company
✚
|
IA | 0.9 |
|
Sittner & Nelson LLC
✚
|
OR | 0.9 |
|
Mengis Capital Management Inc
✚
|
OR | 0.9 |
|
Nippon Value Investors KK
✚
|
0.9 | |
|
The Mosaic Financial Group LLC
✚
|
IL | 0.9 |
|
Vantage Wealth Management LLC
✚
|
CA | 0.9 |