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| Wembley Strategic Advisory LLC
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|---|---|
| CRD # | 305692 |
| SEC # | 801-117508 |
| CIK # | |
| AUM | 695.2 M (2026-05-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-495-9806 |
| Address | 6 St Johns Lane New York, NY 10013 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | WSA Agrovision SPV LLC | 2025-03-31 | 2.8 M | |
| Other | WSA Roya Agrovision SPV LLC | 2025-03-31 | 3.4 M | |
| Other | WSA Lunar Group SPV 4 LLC | 2024-03-29 | 0.8 M | |
| Other | WSA Lunar Group SPV 2 LLC | 2023-03-30 | 0.6 M | |
| Other | WSA Lunar Group SPV 3 LLC | 2023-03-30 | 0.9 M | |
| Other | WSA Lunar Group SPV I LLC | 2022-03-28 | 4.3 M | |
| Other | WSA Vaxxinity SPV LLC | 2022-03-28 | 6.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 682.4 |
| (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 | 6 | 12.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 695.2 |
| By Discretionary | ||
| Discretionary | 17 | 408.7 |
| Non-Discretionary | 18 | 286.5 |
| Total | 35 | 695.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 653.2 | |
| United States Persons | 42.0 | |
| Total | 35 | 695.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 254900FNJ15I96S2L104 |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
MI | 697.3 M |
|
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|
Maximai Investment Partners LLC
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|
Optimum Quantvest Corporation
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|
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|
William Joseph Capital Management Inc
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|
WMG Financial Advisors LLC
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TN | 693.8 M |
|
Cambridge Advisors Inc
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|
SkyOak Wealth LLC
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|
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|
Verecan Capital Management Inc
✚
|
692.7 M |