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Corgi Strategies, LLC

● SEC registered since 2025CRD 337985SEC# 801-134212San Francisco, CA
Export (members)
Reg. AUM
Employees
1
Accounts
Location
San Francisco, CA

Corgi Strategies, LLC assets under management

Corgi Strategies, LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2025. It employs 1 people.

Corgi Strategies, LLC owners & executives

4 reported
NameTitleOwnershipSince
Corgi Insurance Services, Inc. ControlParent CompanyOver 75%2025
Henry Bernard Margulies ControlChief Compliance Officer, Chief Executive Officer, PresidentUnder 5%2025
Emily Zeng Yuan ControlDirector (employed By Manager)2025
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Frequently asked questions

How many employees does Corgi Strategies, LLC have?

Corgi Strategies, LLC reports 1 employees.

Where is Corgi Strategies, LLC located?

Corgi Strategies, LLC is based in San Francisco, CA and has been SEC-registered since 2025.

Does Corgi Strategies, LLC disclose fund performance?

Corgi Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address473 Pine St,, Floor 5, San Francisco, CA 94104
Phone855-552-6744
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo