| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Strategy Capital Institutional Investors, L.P. | Hedge | $682.7M | $25M |
| Strategy Capital Investors, L.P. | Hedge | $486.6M | $500K |
| Strategy Capital International Investors, L.P. | Hedge | $17.3M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Hamilton Wright Helmer Control | Managing Member | Over 75% | 2013 |
| John Clark Rutherford Control | Special Member, Chief Operating Officer, Chief Compliance Officer | 10-25% | 2013 |
Strategy Capital LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Strategy Capital LLC manages 4 private funds with combined gross assets of $1.2 billion.
Strategy Capital LLC reports 6 employees.
Strategy Capital LLC is based in Los Altos, CA and has been SEC-registered since 2018.
Strategy Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1 First Street, Suite 13, Los Altos, CA 94022-2756 |
| Phone | 650-917-8700 |
| Office hours | 8:30-5:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.26B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.26B |