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| Strid Group LLC
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| |
|---|---|
| CRD # | 170052 |
| SEC # | 801-79182 |
| CIK # | 0001625800 |
| AUM | $799.9 MM (2024-08-28) |
| Employees | 10 (70% Investors, 10% Brokers) |
| Phone | 610-994-9190 |
| Address | 3803 West Chester Pike Newtown Square, PA 19073 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NUE | 28,726.7 | 9.2 | |
| IDCC | 1,910.2 | 3.5 | |
| AAPL | 2,382,844.0 | 2.1 | |
| FIX | 2,952.9 | 0.9 | |
| DIS | 174,716.7 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 27.4 |
| (b) Individuals (high net worth individuals) | 190 | 756.6 |
| (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 | 15.0 |
| (h) Charitable organizations | 2 | 0.9 |
| (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 | 2,337 | 799.9 |
| By Discretionary | ||
| Discretionary | 2,289 | 773.0 |
| Non-Discretionary | 48 | 27.0 |
| Total | 2,337 | 799.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 799.0 | |
| Total | 2,337 | 799.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001625800] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moody Aldrich Partners LLC
✚
|
MA | 0.8 |
|
Burns J W & Co Inc
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|
NY | 0.8 |
|
Ellis Investment Partners LLC
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PA | 0.8 |
|
CLG LLC
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CA | 0.8 |
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Hahn Capital Management LLC
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CA | 0.8 |
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Trebuchet Consulting LLC
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PA | 0.8 |
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The Clarus Group Inc
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|
TX | 0.8 |
|
West Paces Advisors Inc
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GA | 0.8 |
|
Sprinkle Financial Consultants LLC
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CO | 0.8 |
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Violich Capital Management
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CA | 0.8 |