Strategy Capital LLC
SEC RegisteredThe 7 Powers Investment Company™
About the firm
Strategy Capital seeks to invest only in companies with an undervalued and durable competitive edge, using a proprietary framework based on the principle that business value comes from profit and profit comes from competitive advantage.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $1.3B |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Total Manager Assets <= $100M | 10.00% |
| Total Manager Assets $100M-$200M | 15.00% |
| Total Manager Assets $200M-$2B | 20.00% |
| Total Manager Assets $2B-$2.5B | 15.00% |
| Total Manager Assets > $2.5B | 10.00% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 Capital LLC 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.
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