AUMdb

Stratxai Technologies Ltd

SEC-registered Investment Adviser CRD 325625 · SEC file 801-128517 · · www.stratxai.com
☆ Save with Pro ADV data as of Jun 09, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
6

Who they serve

Client typeClientsAUM% of AUM
Other Fewer than 5 clients

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Naylor, Conor Cfo May 2020 (6y) ≈ 18.75% – 50% via Life Unlocked Ltd
Clifford, Paul Ceo And Cco Jul 2022 (4y) ≈ 18.75% – 50% via Life Unlocked Ltd
Nolan, Tom Cto Mar 2023 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Life Unlocked Ltd Parent Company Mar 2023 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):

  • Naylor, Conor: 25% – 50% of Life Unlocked Ltd × 75% – 100% direct ≈ 18.75% – 50% of the firm
  • Clifford, Paul: 25% – 50% of Life Unlocked Ltd × 75% – 100% direct ≈ 18.75% – 50% 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)

FormPeriodSize
Form ADV (full filing) 06/09/2026 850 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
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Other services

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: Jun 09, 2026.

View current Form ADV (SEC/IAPD) ↗