WASHINGTON GROWTH STRATEGIES LLC
Adviser information for WASHINGTON GROWTH STRATEGIES LLC last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 108 | $206.4M |
| Non-Discretionary | 6 | $2,691 |
| Total | 114 | $206.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $3.0M |
| HNW Individuals | 17 | $175.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $12.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $15.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 6 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-80069 |
|---|---|
| SEC ERA File Number | 801-80069 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171774 |
| Legal Entity Identifier | None |
Principal Office
1200 G STREET NW8TH FLOOR
WASHINGTON
DC
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 2027400217, Fax: None
Chief Compliance Officer
COE MAGRUDER
FOUNDER AND CEO
1200 G STREET NW
8TH FLOOR
WASHINGTON
DC
United States
Tel:
2025075725
C**@*****************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WASHINGTON GROWTH FUND, LP | Hedge Fund | $12.7M | $1.0M | 11 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAGRUDER, COE, MILTON | Individual | – | FOUNDER, CEO AND CCO | 08/2014 | 50-75% |