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STRID GROUP, LLC, CRD 170052
NEWTOWN SQUARE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Thomas Greco | Certified Financial Planner | NEWTOWN SQUARE, PA | 12 | 23 | 1 | no |
| PAUL FLICK STRID | n/a | NEWTOWN SQUARE, PA | 12 | 22 | 1 | no |
| NATHAN JOSIAH HAYWARD | Certified Financial Planner|Chartered Financial Consultant | NEWTOWN SQUARE, PA | 12 | 19 | 1 | no |
| ERIK ORTLIEB STRID | Certified Financial Planner|Chartered Financial Consultant | NEWTOWN SQUARE, PA | 12 | 33 | 2 | yes |
| Patrick Johnson | Certified Financial Planner|Chartered Financial Consultant | NEWTOWN SQUARE, PA | 5 | 10 | n/a | no |
| John Alfred Liberatore | Certified Financial Planner | NEWTOWN SQUARE, PA | 4 | 9 | n/a | no |
| Andrew John Brewster | n/a | NEWTOWN SQUARE, PA | 3 | 15 | 2 | no |
| Paige E Deasy | n/a | NEWTOWN SQUARE, PA | 1 | 10 | 2 | no |
| Garrett Charles Roach | n/a | NEWTOWN SQUARE, PA | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| STRID, ERIK, ORTLIEB | MANAGING MEMBER | D | yes | 02/2014 | Mar 20, 2026 | Mar 20, 2026 |
| STRID, PAUL, FLICK | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | C | yes | 02/2014 | Mar 20, 2026 | Mar 20, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $1.1B | $1.0B | 12 | 9 | 0 | n/a | n/a |
| 2024 | Mar 18, 2025 | $899M | $868M | 11 | 7 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $800M | $773M | 10 | 7 | 0 | n/a | n/a |
| 2022 | Feb 20, 2023 | $700M | $679M | 12 | 7 | 0 | n/a | n/a |
| 2021 | Mar 8, 2022 | $795M | $767M | 14 | 7 | 0 | n/a | n/a |
| 2020 | Mar 4, 2021 | $651M | $631M | 9 | 6 | 0 | n/a | n/a |
| 2019 | Mar 16, 2020 | $583M | $562M | 9 | 5 | 0 | n/a | n/a |
| 2018 | Mar 12, 2019 | $478M | $460M | 10 | 5 | 0 | n/a | n/a |
| 2017 | Mar 12, 2018 | $514M | $491M | 10 | 5 | 0 | n/a | n/a |
| 2016 | Mar 22, 2017 | $436M | $420M | 8 | 5 | n/a | n/a | n/a |
| 2015 | Feb 25, 2016 | $436M | $420M | 8 | 5 | n/a | n/a | n/a |
| 2014 | Feb 18, 2015 | $420M | $420M | 8 | 5 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $899M | 19.8% | $700M | 15.5% | 12 | 11 | 0 | 0 |