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Fundstrat Capital LLC

● SEC registered since 2024CRD 332163SEC# 801-131012New York, NY
Export (members)
Reg. AUM
$901M
Employees
3
Accounts
1
Location
New York, NY

Fundstrat Capital LLC assets under management

Fundstrat Capital LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $901 million in regulatory assets under management and employs 3 people.

Fundstrat Capital LLC owners & executives

6 reported
NameTitleOwnershipSince
John Thomas McDevittChief Compliance OfficerUnder 5%2024
Thomas Jong Lee ControlCo-Founder / Managing PartnerUnder 5%2024
Tljb LLC ControlMemberOver 75%2024
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Frequently asked questions

How much does Fundstrat Capital LLC manage?

Fundstrat Capital LLC reports $901 million in regulatory assets under management on its Form ADV.

How many employees does Fundstrat Capital LLC have?

Fundstrat Capital LLC reports 3 employees.

Where is Fundstrat Capital LLC located?

Fundstrat Capital LLC is based in New York, NY and has been SEC-registered since 2024.

Does Fundstrat Capital LLC disclose fund performance?

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

Contact & registration

Address150 E 52nd St, 3rd Floor, New York, NY 10022
Phone212-293-7132
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$901M
Non-discretionary$0
Total (RAUM)$901M