Strider Capital, LLC logo

Strider Capital, LLC

Updated today

Client assets under management

$49,179,463

Clients

8

100% high-net worth

Advisors

3

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

3

Very Low

Average account size

$6,147,433

About

Strider Capital provides discretionary portfolio management primarily to high‑net‑worth individuals and select institutions, including foundations, endowments, and pension funds. The firm prepares an Investment Policy Statement for each client and focuses its advice mainly on publicly traded equities with ongoing portfolio monitoring.

The firm’s investment process emphasizes fundamental analysis and a long‑term trading approach, with client goals, tax considerations, and documented risk tolerance used to guide portfolio construction. Strider generally operates with discretionary trading authority and conducts at least quarterly reviews of client accounts.

Strider is notable among peers for offering performance‑based fee arrangements for qualified clients and for disclosing performance results, tying incentive compensation to returns relative to the Russell 2000 Growth Index subject to a high‑water mark, and it describes policies intended to address the resulting conflicts. The brochure also notes the firm may receive custodial research (soft‑dollar) benefits, does not participate in wrap fee programs, and emphasizes fair allocation procedures when managing both performance‑fee and non‑performance‑fee accounts.

Client services

Portfolio management

Expertise

Active portfolio management

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

1.00% annually

Performance-based

2.00% annual fee plus 20.00% performance fee on capital appreciation exceeding Russell 2000 Growth Index with high-water mark

Main office location

Strider Capital, LLC

Kentfield CA, United States

Number of offices

3

Most active in

California · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William C

Series 63, Series 65

Dallas, TX

Strider Capital, LLC

William Costello is a financial advisor at Strider Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PJT Partners LP, J.P. Morgan Securities LLC, and Alvarez & Marsal. Strider Capital provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients such as foundations, endowments, and pension funds. The firm’s investment approach emphasizes fundamental analysis and long-term trading, with performance-based fee arrangements available for qualified clients.

Active portfolio management Executive Founder/Business Owner
user avatar

Michael L

Series 65

Kentfield, CA

Strider Capital, LLC

Michael La Valle is a Series 65-licensed financial advisor at Strider Capital, LLC with six years of industry experience. He previously worked at American Capital Management, Inc. for six years before joining Strider Capital in 2020. Strider Capital provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, focusing on fundamental analysis and long-term trading in public equities. The firm uses individualized Investment Policy Statements and offers performance-based fee arrangements for qualified clients.

Active portfolio management Executive Founder/Business Owner
user avatar

Christopher K

Series 65

Kentfield, CA

Strider Capital, LLC

Christopher Knittle is a financial advisor at Strider Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs and the University of Chicago Booth School of Business. Knittle also served in the U.S. Army from 2015 to 2021. Strider Capital provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, focusing on individualized investment policy statements, asset allocation, and security selection with an emphasis on public equities. The firm employs a fundamental analysis approach with a long-term trading orientation and offers performance-based fee arrangements for qualified clients.

Active portfolio management Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")