Adviser Profile

As of Date 05/31/2025
Registration status Registration Changed to STRATTON CAPITAL INVESTMENT ADVISORY LLC
Contact Info (91 xxxxxxx
Websites
AUM* 75,159,000
of that, discretionary 75,159,000
Number of Employees 11 10%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 148,830
% High Net Worth 4.36%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees