Srt Group Llc
- Regulatory AUM
- $206M
- Discretionary
- $206M
- Clients
- 1
- Avg AUM / client
- $206M
- Accounts
- 1
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $206M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $58.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Southern Realty Trust Inc. | Real Estate Fund | Maryland | $58.0M | 6 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tannenbaum, Leonard, Mark | Member / Manager | Oct 2023 (3y) | ≈ 56.25% – 100% via Castle Key Investments Group Llc | |
| Sedrish, Brian, Howard | President | Jan 2024 (3y) | Less than 5% | |
| Kim, Anna, Lee | Chief Compliance Officer | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Castle Key Investments Group Llc | Member | Jan 2024 | 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):
- Tannenbaum, Leonard, Mark: 75% – 100% of Castle Key Investments Group 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 (1, $58.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Southern Realty Trust Inc. | Real Estate Fund | $58.0M | $1.0M | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1.33 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 having 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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗