Strategy Capital Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 5
- Avg AUM / client
- $269M
- Accounts
- 5
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $71.3M | 5.3% |
| Pooled investment vehicles (non-investment companies) | 4 | $1.3B | 94.7% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $851M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Strategy Capital Institutional Investors, L.P. | Hedge Fund | Delaware | $495M | 9 |
| Strategy Capital Investors, L.P. | Hedge Fund | Delaware | $356M | 66 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| K & M Tire, Inc. 401(k) Plan K & M Tire, Inc. | 2024 | |
| Superior Industries, Inc. 401(k) Retirement Plan Superior Industries, Inc. | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Helmer, Hamilton, Wright | Managing Member | Mar 2013 (13y) | 75% or more | |
| Rutherford, John, Clark | Special Member, Chief Operating Officer, Chief Compliance Officer | Mar 2013 (13y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $851M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Strategy Capital Institutional Investors, L.P. | Hedge Fund | $495M | $25.0M | 9 |
| Strategy Capital Investors, L.P. | Hedge Fund | $356M | $500K | 66 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| K & M Tire, Inc. 401(k) Plan | K & M Tire, Inc. | 878 | $16.9M | 01/01/2024 |
| Superior Industries, Inc. 401(k) Retirement Plan | Superior Industries, Inc. | 1,377 | $117M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.82 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗