Strattam Capital Management, Llc
- Regulatory AUM
- $939M
- Discretionary
- $939M
- Clients
- 17
- Avg AUM / client
- $55.2M
- Accounts
- 17
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 17 | $939M | 100.0% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Strattam Capital Investment Fund Ii, L.P. | Private Equity Fund | Delaware | $383M | 38 |
| Strattam Capital Investment Fund Iii, Lp | Private Equity Fund | Delaware | $288M | 30 |
| Strattam Capital Investment Fund, Lp | Private Equity Fund | Delaware | $93.0M | 19 |
| Strattam Co Invest Fund Vii Lp | Private Equity Fund | Delaware | $51.3M | 15 |
| Strattam Co Invest Fund Ii Lp | Private Equity Fund | Delaware | $42.8M | 25 |
| Strattam Co Invest Fund Iv Lp | Private Equity Fund | Delaware | $35.5M | 20 |
| Strattam Capital Investment Fund Ii (A), L.P. | Private Equity Fund | Delaware | $29.6M | 35 |
| Strattam Capital Investment Fund Iii Founders, Lp | Private Equity Fund | Delaware | $20.2M | 31 |
| Strattam Co Invest Fund Vi Lp | Private Equity Fund | Delaware | $19.2M | 11 |
| Strattam Capital Investment Fund A Lp | Private Equity Fund | Delaware | $18.1M | 41 |
| Strattam Co Invest Fund V Lp | Private Equity Fund | Delaware | $15.1M | 12 |
| Strattam Co Invest Fund Ix, Lp | Private Equity Fund | Delaware | $9.8M | 7 |
| Strattam Co Invest Fund X, Lp | Private Equity Fund | Delaware | $3.0M | 5 |
| Strattam Co Invest Fund Viii, Lp | Private Equity Fund | Delaware | $1.1M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morse, Robert, Lee | Chief Executive Officer | Jul 2013 (13y) | ≈ 56.25% – 100% via Strattam Capital Llc | |
| Polak, Adrian | Managing Director | Jul 2013 (13y) | Less than 5% | |
| Williams, Sean | Chief Compliance Officer And Chief Financial Officer | Oct 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Strattam Capital Llc | Member | Jul 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Morse, Robert, Lee: 75% – 100% of Strattam Capital Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (14, $1.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Strattam Capital Investment Fund Ii, L.P. | Private Equity Fund | $383M | $1.0M | 38 |
| Strattam Capital Investment Fund Iii, Lp | Private Equity Fund | $288M | $1.0M | 30 |
| Strattam Capital Investment Fund, Lp | Private Equity Fund | $93.0M | $1.0M | 19 |
| Strattam Co Invest Fund Vii Lp | Private Equity Fund | $51.3M | $1.0M | 15 |
| Strattam Co Invest Fund Ii Lp | Private Equity Fund | $42.8M | $500K | 25 |
| Strattam Co Invest Fund Iv Lp | Private Equity Fund | $35.5M | $1.0M | 20 |
| Strattam Capital Investment Fund Ii (A), L.P. | Private Equity Fund | $29.6M | $500K | 35 |
| Strattam Capital Investment Fund Iii Founders, Lp | Private Equity Fund | $20.2M | $500K | 31 |
| Strattam Co Invest Fund Vi Lp | Private Equity Fund | $19.2M | $1.0M | 11 |
| Strattam Capital Investment Fund A Lp | Private Equity Fund | $18.1M | $500K | 41 |
| Strattam Co Invest Fund V Lp | Private Equity Fund | $15.1M | $1.0M | 12 |
| Strattam Co Invest Fund Ix, Lp | Private Equity Fund | $9.8M | $1.0M | 7 |
| Strattam Co Invest Fund X, Lp | Private Equity Fund | $3.0M | $1.0M | 5 |
| Strattam Co Invest Fund Viii, Lp | Private Equity Fund | $1.1M | $1.0M | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 4.72 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 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 25, 2026.
View current Form ADV (SEC/IAPD) ↗