Strf Advisors LLC (New York)

Name: Strf Advisors LLC
Address: 280 Park Avenue, New York, NY, 10017
Telephone: 212-759-0777

Strf Advisors LLC is an investment adviser to an investment company based in New York. It manages $2.48 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Strf Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strf Advisors: assets under management

The assets under management (AUM) of Strf Advisors LLC is $2.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strf Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Strf Advisors serves?

The only and largest group of clients of Strf Advisors is investment companies with 1 clients and $2.48 million of assets under management. Among the 4 most similar advisory firms, Strf Advisors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $2.48 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Strf Advisors doesn't advise any private funds.

Careers at Strf Advisors LLC

The company employs 67 people that are either part- or full-time employees. 48 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Brook Bulger Taube joined the executive team most recently as the Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Seth Bulger Taube	Chief executive officer	1 Jul 2011	Other	2378907
Richard Thomas Allorto	Chief financial officer	1 Jul 2011	Other	5820810
Medley Llc	Managing member	1 Jul 2011	75% - 100%	27-2437343
Llc Strategic Capital Advisory Services	Member	1 Jul 2011	Other	27-0249650
John Donnan Fredericks	General counsel and chief compliance officer	1 Mar 2014	Other	6312238

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Brook Taube Trust	Member	1 Jul 2011	25% - 50%	xxx-xx-xxxx
Seth And Angie Taube Trust	Member	1 Jul 2011	25% - 50%	xxx-xx-xxxx
Brook Bulger Taube	Trustee	1 Sep 2014	Other	2564596
Seth Bulger Taube	Trustee	1 Sep 2014	Other	2378907
Medley Management Inc.	Managing member	1 Sep 2014	Other	47-1130638

Based in New York

The principal office where Strf Advisors LLC performs its advisory services is located at 280 Park Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-759-0777 or by fax 212-759-0091. The normal business hours are 9:00 - 5:00 pm et on Monday - Friday. You can find more information about the New York firm at mdly.com.