Investment adviser · CRD 3524
STRALEM & CO INC
Investment adviser filing (IA)
STRALEM & COMPANY, INCORPORATED
NEW YORK, NY, United States · Form ADV filed Jun 22, 2020
- Regulatory AUM
- $253M Form ADV · Item 5.F
- Client accounts
- 65 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $122,208,945 | 48.3% |
| Investment companies | 1 | $80,627,076 | 31.9% |
| Pooled investment vehicles | 2 | $23,882,608 | 9.4% |
| Corporations & businesses | Fewer than 5 | $18,819,610 | 7.4% |
| Charities | Fewer than 5 | $7,348,322 | 2.9% |
Filing source
Form ADV 1429230 · Jun 22, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 22, 2020. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
551 MADISON AVENUENEW YORK, NY, 10022, United States
CRD 3524
Filing source
Form ADV 1429230 · Jun 22, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.