|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Stride Investments LLC
✚
|
|
|---|---|
| CRD # | 167037 |
| SEC # | 801-118363 |
| CIK # | 0001157408 |
| AUM | $197.0 M (2025-03-07) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 312-767-9166 |
| Address | 1925 N Clybourn Ave Chicago, IL 60614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 492 | 105.8 |
| (b) Individuals (high net worth individuals) | 79 | 87.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,649 | 197.0 |
| By Discretionary | ||
| Discretionary | 1,034 | 148.3 |
| Non-Discretionary | 615 | 48.7 |
| Total | 1,649 | 197.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.0 | |
| Total | 1,649 | 197.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001157408] | |
| 10-Q | [0001157408] | |
| 3 | [0001157408] | |
| 4 | [0001157408] | |
| 5 | [0001157408] | |
| 8-K | [0001157408] | |
| SC 13G | [0001157408] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Loomis Capital Management LP
✚
|
0.2 | |
|
Gramercy Strategic Capital LLC
✚
|
0.2 | |
|
Wealth Forward LLC
✚
|
ND | 0.2 |
|
Gilpin Wealth Management LLC
✚
|
CO | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
Lumina Wealth Management LLC
✚
|
NC | 0.2 |
|
Faith Investor Services LLC
✚
|
0.2 | |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Jones & Associates Premier Financial Solutions LLC
✚
|
OR | 0.2 |
|
Prossimo Advisors LLC
✚
|
CA | 0.2 |