Corgi Strategies, Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 337985
· SEC file 801-134212
· San Francisco, CA
· www.founderledfunds.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $10.0M
- Discretionary
- $10.0M
- Clients
- 1
- Avg AUM / client
- $10.0M
- Accounts
- 1
- Employees
- 1
AUM over time
$0
$10.0M
Jul 23, 2025
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $10.0M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henry Bernard Margulies | Registered representative | Aug 2025 (1y) | ||
| Vincenzo Passariello | Registered representative | Oct 2025 (1y) |
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) | 03/31/2026 | 1.02 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
Services
- • Portfolio management for investment companies
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗