The STRATEGY ASSET MANAGERS L.L.C. is a privately held investment adviser that advises $930.08mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. STRATEGY ASSET MANAGERS L.L.C. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 59.33% over the last 5-years.
The Group has been registered with the SEC for 25.45 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 790 E. COLORADO BLVD SUITE 200, PASADENA, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 10 investment and 0 non-investment staff. The total number of Employees increased by 42.86% over the last 5-years.
Their $930.08mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 33 other accounts. Assets of High Net Worth Individuals clients own $667.75mn or 71.79% of Total Assets and Individuals own $155.86mn or 16.76% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
STRATEGY ASSET MANAGERS L.L.C. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.