Strive Asset Management, Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 14
- Avg AUM / client
- $170M
- Accounts
- 15
- Employees
- 33
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $728K | 0.03% |
| Investment companies | 13 | $2.4B | 99.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $1.6M | 0.07% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ramaswamy, Vivek, Ganapathy | Majority Shareholder | Jan 2022 (5y) | ≈ 37.5% – 75% via Strive Enterprises, Inc | |
| Pham, Benjamin, Bartley | Manager And Chief Operating Officer | May 2022 (4y) | Less than 5% | |
| Cole, Matthew, Ryan | Manager, Chief Executive Officer, Chief Investment Officer, And President | Feb 2023 (4y) | Less than 5% | |
| Gaiser, Alexandra, Harrison | General Counsel | Oct 2023 (3y) | Less than 5% | |
| Mcardle, Don, Lee | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Strive Enterprises, Inc | Sole Member | May 2022 | 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):
- Ramaswamy, Vivek, Ganapathy: 50% – 75% of Strive Enterprises, Inc × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 946 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $728K (0% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗