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Stratos Investment Management, LLC

● SEC registered since 2016CRD 283850SEC# 801-107873Beachwood, OH
Export (members)
Reg. AUM
$2.44B
Employees
79
Accounts
5,427
Location
Beachwood, OH

Stratos Investment Management, LLC assets under management

Stratos Investment Management, LLC operates as an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2016. It reports $2.4 billion in regulatory assets under management and employs 79 people.

Stratos Investment Management, LLC owners & executives

13 reported
NameTitleOwnershipSince
Eric Andrew BeahnDirector Of Advisory Compensation, Non-MemberUnder 5%2019
Jeffrey Alan Concepcion ControlChief Executive Officer, ManagerUnder 5%2021
Jennifer Kathryn CollinsDirector Of Advisory Compliance, Non-MemberUnder 5%2022
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Frequently asked questions

How much does Stratos Investment Management, LLC manage?

Stratos Investment Management, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Stratos Investment Management, LLC have?

Stratos Investment Management, LLC reports 79 employees.

Where is Stratos Investment Management, LLC located?

Stratos Investment Management, LLC is based in Beachwood, OH and has been SEC-registered since 2016.

Does Stratos Investment Management, LLC disclose fund performance?

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

Contact & registration

Address3750 Park East Drive Suite 200, Beachwood, OH 44122
Phone4402104900
Fax8558634623
Office hours8:00a.m.-5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.44B
Non-discretionary$0
Total (RAUM)$2.44B