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STRATTAM CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 171845 · IAPD ↗ · 415-852-3330

$938.7MRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
17Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — STRATTAM CAPITAL MANAGEMENT, LLC moved its main office from AUSTIN, TX to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
32
April 2024 — STRATTAM CAPITAL MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — STRATTAM CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($824.4M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.