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Strategy Asset Managers L.L.C.

● SEC registered since 2001CRD 109939SEC# 801-60049Pasadena, CA
Export (members)
Ranks #3,059 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$741.5M
Fund GAV
$6.4M
Private funds
2
Employees
9
Accounts
1,099
Location
Pasadena, CA

Strategy Asset Managers L.L.C. assets under management

Strategy Asset Managers L.L.C. is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2001. It reports $741.5 million in regulatory assets under management and employs 9 people. Strategy Asset Managers L.L.C. manages 2 private funds with combined gross assets of $6.4 million, including Hcm-Sof I, LLC. By regulatory assets, it ranks 3,059 of 5,911 private fund managers.

Strategy Asset Managers L.L.C. private funds

2 funds · $6.4M GAV
FundTypeGross assetsMin.
Hcm-Sof I, LLCVenture Capital$3.7M$50K
Hcm - Sof II, LLCVenture Capital$2.7M$25K

Strategy Asset Managers L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Hulick Capital Management LLC ControlOwnerOver 75%2016
Thomas Woodward Hulick ControlChief Compliance OfficerUnder 5%2018
Thomas Woodward Hulick ControlChief Executive OfficerUnder 5%2018
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Frequently asked questions

How much does Strategy Asset Managers L.L.C. manage?

Strategy Asset Managers L.L.C. reports $741.5 million in regulatory assets under management on its Form ADV.

How many private funds does Strategy Asset Managers L.L.C. manage?

Strategy Asset Managers L.L.C. manages 2 private funds with combined gross assets of $6.4 million.

How many employees does Strategy Asset Managers L.L.C. have?

Strategy Asset Managers L.L.C. reports 9 employees.

Where is Strategy Asset Managers L.L.C. located?

Strategy Asset Managers L.L.C. is based in Pasadena, CA and has been SEC-registered since 2001.

Does Strategy Asset Managers L.L.C. disclose fund performance?

Strategy Asset Managers L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address790 E. Colorado Blvd, Suite 200, Pasadena, CA 91101
Phone626-657-0559
Fax626-568-2755
Office hours9:00 a.m.To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$741.5M
Non-discretionary$0
Total (RAUM)$741.5M