AdFi
SA

Strategy Asset Managers L.L.C.

SEC Registered
Assets Under Management
$500M–$1B
Office Locations
3 offices
Total Accounts
1458

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

Services

Private funds / alternatives
Venture Capital

Leadership

Hulick Capital Management Llc
OWNER
Thomas Woodward Hulick
MANAGING MEMBER
Thomas Woodward Hulick
CHIEF EXECUTIVE OFFICER
Thomas Woodward Hulick
CHIEF COMPLIANCE OFFICER

Office locations

3 offices in 3 states
CA
PasadenaHQ
CT
Westport
NJ
Woodcliff Lake

Advisors at this firm

11 advisors in the directory

Regulatory & compliance

CRD number
#109939
SEC Number
801-60049
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Performance-based

Data as of June 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Strategy Asset Managers L.L.C. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Strategy Asset Managers in Pasadena, CA - Fees & Services