Managing Member · Strategy Capital LLC
Hamilton W. Helmer
CRD 4619430 · Named on Form ADV at one SEC-registered adviser
At a glance
Strategy Capital LLC, an SEC-registered private fund adviser based in LOS Altos, CA with $1.3 billion in regulatory assets, lists Hamilton W. Helmer on its Form ADV as Managing Member, a control person.
Firms and roles
- Strategy Capital LLCManaging MemberPrivate fund adviser · LOS Altos, CA · $1.3B in regulatory assets
AtlasMembers
Hamilton’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John C. RutherfordSpecial Member, Chief Operating Officer, Chief Compliance Officer, Strategy Capital LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hamilton’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.