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CRD 171845
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| STRATTAM CAPITAL INVESTMENT FUND II, L.P. | Private Equity Fund | $383M | Mar 25, 2024 | 38 | Mar 28, 2018 | reported | 021-291083 |
| STRATTAM CAPITAL INVESTMENT FUND III, LP | Private Equity Fund | $288M | Mar 25, 2024 | 30 | Mar 29, 2023 | reported | 021-291083 |
| STRATTAM CAPITAL INVESTMENT FUND, LP | Private Equity Fund | $93.0M | Mar 25, 2024 | 19 | Jul 24, 2014 | reported | 021-220178 |
| STRATTAM CO-INVEST FUND VII LP | Private Equity Fund | $51.3M | Mar 25, 2024 | 15 | Mar 28, 2020 | reported | n/a |
| STRATTAM CO-INVEST FUND II LP | Private Equity Fund | $42.8M | Mar 25, 2024 | 25 | Mar 30, 2016 | reported | n/a |
| STRATTAM CO-INVEST FUND IV LP | Private Equity Fund | $35.5M | Mar 25, 2024 | 20 | Mar 28, 2017 | reported | n/a |
| STRATTAM CAPITAL INVESTMENT FUND II (A), L.P. | Private Equity Fund | $29.6M | Mar 25, 2024 | 35 | Mar 28, 2018 | reported | 021-29108301 |
| STRATTAM CAPITAL INVESTMENT FUND III FOUNDERS, LP | Private Equity Fund | $20.2M | Mar 25, 2024 | 31 | Mar 29, 2023 | reported | 021-291083 |
| STRATTAM CO-INVEST FUND VI LP | Private Equity Fund | $19.2M | Mar 25, 2024 | 11 | Mar 21, 2019 | reported | n/a |
| STRATTAM CAPITAL INVESTMENT FUND A LP | Private Equity Fund | $18.1M | Mar 25, 2024 | 41 | Mar 30, 2016 | reported | n/a |
| STRATTAM CO-INVEST FUND V LP | Private Equity Fund | $15.1M | Mar 25, 2024 | 12 | Mar 21, 2019 | reported | n/a |
| STRATTAM CO-INVEST FUND IX, LP | Private Equity Fund | $9.8M | Mar 25, 2024 | 7 | Mar 25, 2024 | reported | n/a |
| STRATTAM CO-INVEST FUND X, LP | Private Equity Fund | $3.0M | Mar 25, 2024 | 5 | Mar 25, 2024 | reported | n/a |
| STRATTAM CO-INVEST FUND VIII, LP | Private Equity Fund | $1.1M | Mar 25, 2024 | 3 | Mar 29, 2023 | reported | n/a |
| STRATTAM CO-INVEST FUND III LP | Private Equity Fund | $116,093 | Jan 31, 2024 | 19 | Mar 28, 2017 | reported | n/a |
| STRATTAM CO-INVEST FUND I LP | Private Equity Fund | $0 | Mar 28, 2020 | 8 | Mar 30, 2016 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MORSE, ROBERT, LEE | CHIEF EXECUTIVE OFFICER | E | yes | 07/2013 | Jul 24, 2014 | Mar 25, 2024 |
| MORSE, ROBERT, LEE | CHIEF EXECUTIVE OFFICER | Na | yes | 07/2013 | Jul 24, 2014 | Mar 25, 2024 |
| POLAK, ADRIAN | MANAGING DIRECTOR | Na | yes | 07/2013 | Aug 14, 2014 | Mar 25, 2024 |
| STRATTAM CAPITAL LLC | Member | E | yes | 07/2013 | Jul 24, 2014 | Mar 25, 2024 |
| Williams, Sean | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | yes | 10/2018 | Nov 28, 2018 | Mar 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| STRATTAM CAPITAL INVESTMENT FUND GP II, LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CAPITAL INVESTMENT FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CAPITAL INVESTMENT FUND III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND IV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND IX GP LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND V GP LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND VI GP LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND VII GP LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND VIII GP LLC | n/a | n/a | n/a | N | yes | n/a |
| STRATTAM CO-INVEST FUND X GP LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN FRANCISCO | CA | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $939M | $939M | 13 | 9 | 1 | 17 | n/a |
| 2024 | Mar 26, 2025 | $1.0B | $1.0B | 13 | 9 | 1 | 16 | n/a |
| 2023 | Mar 25, 2024 | $1.0B | $1.0B | 13 | 9 | 1 | 14 | $1.0B |
| 2022 | Mar 29, 2023 | $824M | $824M | 17 | 10 | 1 | 13 | $594M |
| 2021 | Mar 28, 2022 | $606M | $606M | 14 | 8 | 1 | 10 | $510M |
| 2020 | Mar 17, 2021 | $515M | $515M | 12 | 6 | 1 | 10 | $398M |
| 2019 | Mar 28, 2020 | $487M | $487M | 12 | 6 | 1 | 11 | $329M |
| 2018 | Mar 21, 2019 | $238M | $238M | 10 | 6 | 1 | 10 | $254M |
| 2017 | Mar 28, 2018 | $345M | $345M | 8 | 6 | 1 | 8 | $220M |
| 2016 | Mar 28, 2017 | $189M | $189M | 8 | 6 | n/a | 6 | $189M |
| 2015 | Mar 30, 2016 | $139M | $139M | 7 | 6 | n/a | 4 | $154M |
| 2014 | Mar 24, 2015 | $116M | $116M | 6 | 6 | n/a | 1 | $25.0M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $939M | $1.0B | -8.0% | $824M | 4.4% | 13 | 13 | 1 | 1 |