Stratedge Investment Advisers, LLC (Miami)

Stratedge Investment Advisers, LLC is a large advisory firm based in Miami. It manages $30.7 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.

Stratedge Investment Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stratedge Investment Advisers: assets under management

The assets under management (AUM) of Stratedge Investment Advisers, LLC is $30.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stratedge Investment Advisers, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stratedge Investment Advisers, LLC

Alex Calvo has served as the Chief Investment Officer since 1 Jan 2006 and Raul Henriquez is the Chief Executive Officer of Stratedge Investment Advisers, LLC family office. Helen Lumpuy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Alpha Capital Investments	Member	1 Dec 2005	50% - 75%	01-0851866
Raul Henriquez	Chief executive officer	1 Jan 2006	50% - 75%	1647412
Alex Calvo	Chief investment officer	1 Jan 2006	50% - 75%	5166911
Asc Investments Llc	Member	1 Jan 2006	50% - 75%	39-2061612
Raul (Nmn) Henriquez	Chief executive officer	1 Jan 2006	Other	1647412
Hector Ceballos	Chief compliance officer	1 Mar 2006	Other	1108412
Helen Lumpuy	Chief compliance officer	1 Aug 2007	Other	2268626
Victor Manuel Henriquez	Managing partner	1 Aug 2007	50% - 75%	702954
Helen (Nmn) Lumpuy	Chief compliance officer	1 Aug 2007	Other	2268626

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Alpha Capital Holdings	Member	1 Dec 2005	50% - 75%	01-0851868
Raul Henriquez Revocable Trust	Member	1 Dec 2005	75% - 100%	xxx-xx-xxxx
Victor Henriquez Revocable Trust	Member	1 Dec 2005	75% - 100%	xxx-xx-xxxx
Raul Henriquez Rev Trust (Rh Trustee)	Member	1 Dec 2005	75% - 100%	xxx-xx-xxxx
Victor Henriquez Rev Trust(Vh Trustee)	Member	1 Dec 2005	75% - 100%	xxx-xx-xxxx
R Henriquez Holdings	Shareholder	1 Jan 2006	50% - 75%	22-3931478
V Henriquez Holdings	Share holder	1 Jan 2006	50% - 75%	20-5511384
The Alexander And Ann Marie Calvo Joint Revocable Trust	Member	1 Jan 2006	75% - 100%	xxx-xx-xxxx
V Henriquez Holdings Lc	Share holder	1 Jan 2006	50% - 75%	20-5511384
R Henriquez Holdings Lc	Shareholder	1 Jan 2006	50% - 75%	22-3931478

Based in Miami

The principal office where Stratedge Investment Advisers, LLC performs its advisory services is located at 777 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-808-9858 or by fax 305-808-9783. The normal business hours are 9-5 on Monday - Friday.