DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Former SEC-registered adviser

S••••• C•••••• G••••• L•

Former SEC-registered adviserWestport, ConnecticutCRD 162560SEC 801-113618IAPD
Latest filing Apr 1, 2024
First filing on the tape Jun 15, 2018 · 9 filings
RAUM
$96.6M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
$101M gross assets
History
9 filings and snapshots on the tape
RAUM$96.6M as of Apr 1, 2024
Mar 29, 2019$170M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 1, 2024
Mar 29, 20190 then
Employees (5.A)3 as of Apr 1, 2024
Mar 29, 20196 then
Private funds5 as of Apr 1, 2024
Mar 29, 20196 then
RAUM -26% over the last fiscal year-20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 1, 2024; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$19.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-26%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$96.6M100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
5reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      14 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      S••••• H••••• F•••• L•Hedge Fund$78.0M30Jun 15, 2018
      S••••• U•••••• F••• L•Hedge Fund$38.9M12Mar 31, 2017
      S••••• V••••• F••• L•no longer reportedHedge Fund$22.9M8Sep 22, 2014
      S••••• L•• O••••••• F••• L•no longer reportedHedge Fund$19.4M4Apr 24, 2012
      S••••• B••••••• F••• L•no longer reportedHedge Fund$17.6M11Sep 22, 2014
      S••••• N•••• E•• F••• L•no longer reportedHedge Fund$11.2M12Mar 31, 2015
      S••••• O••••••••• F••• L•Hedge Fund$8.0M5Apr 1, 2024
      S••••• P•••••• F••• L•Hedge Fund$7.0M4Apr 1, 2021
      S••••• B•••• L••no longer reportedHedge Fund$5.8M2Apr 1, 2021
      S••••• M••••• F••• L•Hedge Fund$4.8M8Apr 24, 2012
      S••••• T•••• L••Hedge Fund$3.8M8May 11, 2022
      S••••• A•••••• L••Private Equity Fund$3.0M4Apr 1, 2024
      S••••• M•••• F••• L•no longer reportedHedge Fund$2.7M4Apr 1, 2021
      S••••• V•••• C••••••• F••• L•Hedge Fund$1.3M5Oct 25, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • M••••••• A••••••• M• · Director & Ccocontrol
        since 01/2024 · owns less than 5%
      • R•••••• D••• J•••••• · Managing Partnercontrol
        since 12/2009 · owns 50% to 75%
      • R•••••• D••• J•••••• · Managing Membercontrol
        since 12/2009 · owns 75% or more of S••••• Gp LLC
      Related persons
      Schedule D 7.A
      • S••••• C•••••• G•••• L••
        bankpooled vehicle sponsorn
      • S••••• H••••• G• L••
        bankpooled vehicle sponsorn
      • S••••• O••••••••• G• L••
        pooled vehicle sponsorn
      • S••••• P•••••• G•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Pooled vehicle clients · 8 to 5
        Aug 30, 2023 to Apr 1, 2024
      • Employees · 4 to 3
        Aug 30, 2023 to Apr 1, 2024
      • Discretionary RAUM · $131M to $96.6M
        Aug 30, 2023 to Apr 1, 2024
      • Pooled vehicle RAUM · $131M to $96.6M
        Aug 30, 2023 to Apr 1, 2024
      • RAUM · $131M to $96.6M
        Aug 30, 2023 to Apr 1, 2024
      • Accounts · 8 to 5
        May 11, 2022 to Aug 30, 2023
      • Private funds · 6 to 5
        May 11, 2022 to Aug 30, 2023
      • Discretionary RAUM · $189M to $131M
        May 11, 2022 to Aug 30, 2023
      • Pooled vehicle RAUM · $189M to $131M
        May 11, 2022 to Aug 30, 2023
      • RAUM · $189M to $131M
        May 11, 2022 to Aug 30, 2023
      • Accounts · 10 to 8
        Apr 1, 2021 to May 11, 2022
      • Pooled vehicle clients · 10 to 8
        Apr 1, 2021 to May 11, 2022
      • HQ city · STAMFORD to WESTPORT
        Apr 1, 2021 to May 11, 2022
      • Private funds · 8 to 6
        Apr 1, 2021 to May 11, 2022
      • Discretionary RAUM · $187M to $189M
        Apr 1, 2021 to May 11, 2022
      • Pooled vehicle RAUM · $187M to $189M
        Apr 1, 2021 to May 11, 2022
      • RAUM · $187M to $189M
        Apr 1, 2021 to May 11, 2022
      • Accounts · 7 to 10
        Mar 31, 2020 to Apr 1, 2021
      • Pooled vehicle clients · 7 to 10
        Mar 31, 2020 to Apr 1, 2021
      • Private funds · 5 to 8
        Mar 31, 2020 to Apr 1, 2021
      • Discretionary RAUM · $172M to $187M
        Mar 31, 2020 to Apr 1, 2021
      • Pooled vehicle RAUM · $172M to $187M
        Mar 31, 2020 to Apr 1, 2021
      • RAUM · $172M to $187M
        Mar 31, 2020 to Apr 1, 2021
      • Accounts · 8 to 7
        Jun 19, 2019 to Mar 31, 2020
      • Advisory employees · 6 to 3
        Jun 19, 2019 to Mar 31, 2020
      • Pooled vehicle clients · 8 to 7
        Jun 19, 2019 to Mar 31, 2020
      • Employees · 6 to 4
        Jun 19, 2019 to Mar 31, 2020
      • Private funds · 6 to 5
        Jun 19, 2019 to Mar 31, 2020
      • Discretionary RAUM · $170M to $172M
        Jun 19, 2019 to Mar 31, 2020
      • Pooled vehicle RAUM · $170M to $172M
        Jun 19, 2019 to Mar 31, 2020
      • RAUM · $170M to $172M
        Jun 19, 2019 to Mar 31, 2020
      • Pooled vehicle clients · 0 to 8
        Mar 29, 2019 to Jun 19, 2019
      • Pooled vehicle RAUM · unset to 170454910.0
        Mar 29, 2019 to Jun 19, 2019
      • Private funds · 12 to 6
        Jun 15, 2018 to Mar 29, 2019
      • Discretionary RAUM · $196M to $170M
        Jun 15, 2018 to Mar 29, 2019
      • RAUM · $196M to $170M
        Jun 15, 2018 to Mar 29, 2019
      Signals
      3 dated events
      • M Allyson Manning (Director & Cco) appeared on Schedule A of S••••• C•••••• G••••• L•
        Apr 1, 2024 · Control person joined · fact
      • Joel Mark Rubin (Partner, Cfo/Coo/Cco) no longer on Schedule A of S••••• C•••••• G••••• L• (listed 2023-08-30, absent 2024-04-01)
        Apr 1, 2024 · Control person left · inference
      • S••••• C•••••• G••••• L• filed its initial SEC registration (Form ADV)
        Jun 15, 2018 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/stride-capital-groupreportedpublic record, Form ADV, Sep 19, 2026
      Website
      S•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026