S
Strive Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,128,703
Clients
3
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$1,376,234
About
Strive Asset Management, LLC provides discretionary investment supervisory services to a very small client base, concentrating on individuals identified as high‑net‑worth rather than non‑HNW retail clients. The firm documents client goals in an Investment Policy Statement and reports roughly $4.13 million in discretionary assets across three client accounts.
The adviser employs fundamental analysis and both long‑term and short‑term trading, generally investing in equities, ETFs, and REITs and occasionally recommending alternative investments. It operates as a solo practitioner, charges percentage‑of‑assets fees, and routes custody and execution through a specified broker‑dealer relationship that supplies institutional custody and research services.
Distinctive features include the firm’s very limited number of client relationships and its stated focus away from non‑HNW individual clients, alongside disclosure that the principal spends the majority of their time in an unrelated healthcare business. The firm also discloses receiving research and other services from its custodian (soft‑dollar benefits), often aggregates trades across accounts, and relies on custodian statements rather than producing separate account reports.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Real estate investing
Fee options
$0 - $250,000: 0.80% $250,001 - $500,000: 0.70% $500,001+: 0.50%
Main office location
Strive Asset Management, LLC
New York NY, United States
Number of offices
1
Most active in
Strive Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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