Overview
Assets Under Management: $95 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 24
Average Client Assets: $3.3 million
Frequently Asked Questions
STRANBERG CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114581), STRANBERG CAPITAL LLC is subject to fiduciary duty under federal law.
STRANBERG CAPITAL LLC is headquartered in SOUTHLAKE, TX.
STRANBERG CAPITAL LLC serves 24 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, STRANBERG CAPITAL LLC offers portfolio management for individuals. View all service details ↓
STRANBERG CAPITAL LLC manages $95 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, STRANBERG CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.46%
Average Client Assets: $3.3 million
Total Client Accounts: 55
Discretionary Accounts: 55
Regulatory Filings
CRD Number: 114581
Filing ID: 1933717
Last Filing Date: 2025-02-05 15:59:00