Assiduous Strategic Investments, LLC (Charlotte)

Assiduous Strategic Investments, LLC is a large advisory firm based in Charlotte. It manages $3.43 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.

Assiduous Strategic Investments provides 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.

Assiduous Strategic Investments: assets under management

The assets under management (AUM) of Assiduous Strategic Investments, LLC is $3.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1008% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $380.96 million each.

Assiduous Strategic Investments has custody of $108.38 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Assiduous Strategic Investments, LLC for their services and products based on a percentage of assets under management 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 Assiduous Strategic Investments, LLC

Assiduous Strategic Investments, LLC is owned by David Norman Stedman. Caleb Rowe joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Norman Stedman	Ceo	1 Oct 2002	75% - 100%	2407910
Matteo Simone Amoroso	Managing partner	1 Nov 2002	Other	5052211
David Norman Stedman	Owner	1 Jan 2003	75% - 100%	2407910
Matteo Simone Amoroso	Portfolio manager	1 Jan 2003	Other	5052211
John Gary Simmons	Cco	1 Nov 2005	Other	2244916
Matthew Wysle Husar	Cfo	1 Feb 2006	Other	5121052
Caleb Rowe	Chief compliance officer	1 May 2011	Other	5912907
Caleb Hampton Rowe	Chief compliance officer	1 May 2011	Other	5912907

Based in Charlotte

The principal office where Assiduous Strategic Investments, LLC performs its advisory services is located at 201 South College St, Charlotte, NC 28244, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.