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| Strid Group LLC
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|---|---|
| CRD # | 170052 |
| SEC # | 801-79182 |
| CIK # | 0001625800 |
| AUM | $1.1 B (2026-03-20) |
| Employees | 12 (75% Investors, 8% Brokers) |
| Phone | 610-994-9190 |
| Address | 3803 West Chester Pike Newtown Square, PA 19073 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001625800 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nucor Corp | 12.9 | ||
| Interdigital Inc | 7.6 | ||
| AbbVie Inc | 2.4 | ||
| Apple Inc | 2.0 | ||
| Arch Capital Group Ltd | 1.5 | ||
| Incyte Corp | 1.4 | ||
| Synta Pharmaceuticals Corp | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 53.8 |
| (b) Individuals (high net worth individuals) | 183 | 1,002.0 |
| (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 | 1 | 21.1 |
| (h) Charitable organizations | 2 | 0.5 |
| (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 | 2,778 | 1,077.3 |
| By Discretionary | ||
| Discretionary | 2,724 | 1,048.7 |
| Non-Discretionary | 54 | 28.7 |
| Total | 2,778 | 1,077.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 1,075.8 | |
| Total | 2,778 | 1,077.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001625800] |
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|---|---|---|
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Trebuchet Consulting LLC
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PA | 1.1 |
|
Summit Asset Management LLC
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TN | 1.1 |
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Basecamp Wealth Advisors LLC
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Sterling Investment Advisors Ltd
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PA | 1.1 |
|
Fulcrum Capital LLC
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Allen Mooney & Barnes Investment Advisors LLC
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