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ANGELLIST ASSET MANAGEMENT, LLC

SEATTLE, WA · CRD 330361 · IAPD ↗ · angellistmgmt.com · 206-880-1869

$346.5MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
22Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

13
January 2026 — ANGELLIST ASSET MANAGEMENT, LLC changed its website from strawberrytree.co to angellistmgmt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
43
January 2026 — STRAWBERRY TREE MANAGEMENT COMPANY is now doing business as ANGELLIST ASSET MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
January 2026 — ANGELLIST ASSET MANAGEMENT, LLC now reports custody of client assets ($578.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
January 2026 — ANGELLIST ASSET MANAGEMENT, LLC grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
13
August 2024 — STRAWBERRY TREE MANAGEMENT COMPANY changed its website from strawberrymanagement.co to strawberrytree.co.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
August 2024 — STRAWBERRY TREE MANAGEMENT COMPANY's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
August 2024 — STRAWBERRY TREE MANAGEMENT COMPANY now reports 20 private fund(s) ($271.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2024 — STRAWBERRY TREE MANAGEMENT COMPANY (SEATTLE, WA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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