CRD: 174441
Strategic Probability Partners, LLC
$138.6M Total AUM
$83.0M Disc. AUM
9.4% 3Y CAGR
2 Employees
9 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2015
- Office Locations
- 1
Office Locations
-- Naples FL
About Strategic Probability Partners, LLC
Strategic Probability Partners, LLC is a Naples-based RIA. The firm has been operating for 11 years. Managing $138.6M in total assets under management, with 2 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
-- AVG AGE
$69.3M AVG AUM / ADVISOR
$15.4M AVG AUM / CLIENT
6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
C
CRAIG R. SUTHERLAND
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2778068
- Ownership
- 75% or more
Available
Available
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L
LORI TEDD SUTHERLAND
--
- CRD
- #2875634
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,034,695 | $4,151,735 |
| Non-Discretionary | $55,614,657 | $9,269,110 |
| Total | $138,649,352 | $5,332,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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