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Strategas
Strategas Securities, LLC DBA Strategas Research Partners is an SEC-registered investment adviser in New York, NY, registered since 2019. The firm employs 50...
Strategas
Strategas Securities, LLC DBA Strategas Research Partners is an SEC-registered investment adviser in New York, NY, registered since 2019. The firm employs 50 employees and 15 investment advisers. It is headquartered in New York.
General information
Firm type
Asset Manager
Frequently asked questions
Who runs investment strategy at Strategas?
Strategas is led by a team of former ISI Group analysts including strategists like Don Rissmiller (chief economist) and Jason Trennert (founding partner), along with head of investment strategy Ryan Grabinski. The team blends macro, policy, and equity market analysis.
Does Strategas manage assets or operate as a fiduciary?
No. Strategas is a broker-dealer and research provider, not an asset manager. It does not manage discretionary portfolios or charge AUM fees. Its revenue comes from research subscriptions and trade execution for institutional clients.
What is the relationship between Strategas and ISI Group / Evercore?
Strategas was formed by former ISI Group analysts after Evercore acquired ISI in 2014. It is independent from Evercore and operates as a separate SEC-registered broker-dealer.
What types of research does Strategas produce?
Strategas covers global macroeconomics, US federal policy (tax, regulatory, fiscal), asset allocation, and equity market technicals. It publishes daily notes, model portfolios, and thematic papers. Its 'PolicyScope' series is followed by institutional investors for legislative outlook.
Does Strategas engage in proprietary trading?
No. As a broker-dealer that does not hold client assets or trade for its own account, Strategas is not a proprietary trading firm. It facilitates client trades and provides research.
How does Strategas distribute its research?
Research is distributed via email, the firm's website, and through financial media appearances. Strategas strategists are frequent guests on CNBC, Bloomberg TV, and cited in the Wall Street Journal.
Is Strategas registered with any regulatory body?
Yes. Strategas Securities, LLC is registered with the SEC as a broker-dealer and is a member of FINRA and SIPC. It is not registered as an investment adviser.
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