# Strategas Asset Management

Strategas Asset Management is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** strategas.com
- **LinkedIn:** https://www.linkedin.com/company/strategasasset

## Regulatory record

- **CRD number:** 172000
- **SEC file number:** 801-113292
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172000

## About

Strategas Asset Management, LLC is an SEC-registered investment adviser in New York, NY, registered since 2018. The firm manages approximately $458 million in regulatory assets. It has 26 employees and 15 investment advisers.

## Sectors

- Asset Management
- Investment Research
- Macroeconomic Strategy

## People

- Nicholas Bohnsack — CEO
- Jason Trennert — Chairman
- Tom Shanahan — Chief Investment Officer

## Questions

### Who runs investment decisions at Strategas Asset Management?

Investment decisions are led by Chief Investment Officer Tom Shanahan, alongside CEO Nicholas Bohnsack and Chairman Jason Trennert. The firm's macro strategy and policy analysis framework was developed by Trennert, who remains a key voice on investment outlook.

### How does Strategas source its investment ideas?

Strategas generates investment ideas through its proprietary macro research process, which integrates economic data, Federal Reserve policy analysis, sector rotation models, and political-risk assessment. The firm does not rely on external third-party research but instead develops its own top-down thematic views.

### What investment approach does Strategas use?

Strategas follows a top-down macro approach, focusing on sector rotation, asset allocation, and theme-based positioning. The firm uses ETFs and separate accounts to implement its views across equity, fixed income, and macro strategies.

### Is Strategas independent or part of a larger firm?

As of January 2025, Strategas is part of Baird Financial Group after being acquired. It continues to operate as an independent brand and investment process within Baird's asset-management platform.

### What is the firm's AUM and is it disclosed?

Strategas does not publicly disclose its assets under management. The firm has historically managed institutional capital without advertising a specific AUM figure.

### What asset classes does Strategas cover?

Strategas covers US equities, fixed income, macro strategies, and sector-focused mandates. It also publishes research on political and regulatory developments that affect asset allocation.

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- [Clearview Wealth Solutions](https://altss.com/profile/clearview-wealth-solutions-llc)
- [Sentinel Dome Partners](https://altss.com/profile/sentinel-dome-partners-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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