Strata Equity Group

Evidence PackPROIndependent

Real EstateNEW YORK, NY, US

AUM

$18M

Ownership

independent

Stakeability

31 / VERY LOW

Priority

Tier

Employees

SEC RegisteredFund PerformanceBDC ExposureTeam Data

Coverage

33%

Adaptive profile: standard

Signals present

4/12

SEC / ADVFund Performance(7)BDC Exposure(13)13F Holders(0)Team(30)ILS Deals(0)Regulatory(0)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

31 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

168496

SEC File Number

801-78977

Registration Type

Registered

Filing Date

Apr 8, 2025

Employee Count

N/A

Discretionary AUM

$40.6B

Private Funds

PE Funds

VC Funds

RE Funds

N/A

Hedge Funds

Gross Assets (Private)

$23.5B

Source: SEC IAPD