STRIDE CONSUMER PARTNERS LLC

CRD

311501

SEC file #

801-119904

EIN

461330791

DBA names

Stride Consumer

Economics

AUM

$740.3M

AUM band

$500M-$1B

AUM trajectory

'22 · $253.6M

'23 · $412.6M

'25 · $678.8M

'26 · $740.3M

'22'26

$253.6M → $740.3M▲ +192%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 8 advisors

'22 · 11 advisors

'23 · 13 advisors

'25 · 16 advisors

'26 · 17 advisors

'21'26

8 advisors → 17 advisors▲ +113%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

strideconsumer.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

BERG, STEVEN, THOMAS

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

BERG, STEVEN, THOMAS

BURKE, TIMOTHY, PATRICK

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

STRIDECONSUMER.COM

Rdap Domain Creation Date

2019-08-05T14:42:11Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

Domain.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001702568

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-04-05

Edgar Last Filing Date

2022-02-02

Edgar Form D Count

Edgar Form D Offerings

2022-02-022022-02-02 · 0001702568-22-000002

2017-04-052017-04-05 · 0000897069-17-000214

Edgar Former Names

Logic Meat Locker LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.6093

Soi Zip Pct 200k Plus

0.3311

Soi Zip Returns 200k Plus

1,500

Soi Zip Total AGI

1,594,732

Census Median Hh Income

179,643

Census High Income Households

1,656

Census Median Age

37.4

Census Pop 65 66 Total

159

Census Total Households

3,730

Census NAICS 523930 Count

Fdic Zip Total Deposits

25,674,050,000

Fdic Zip Branch Count

140

Fdic Zip Top Banks

Fleet National Bank

Radius Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (32)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Census Bachelors Plus Count

2076

Census Median Home Value

1,136,700

Census NAICS 523930 Employees

Census Unemployed Count

159

Census Zip

02210

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

453 BAYFRONT PLACENAPLES, FL 34102

Business

453 BAYFRONT PLACENAPLES, FL 34102

Edgar EIN

461330791

Edgar Recent Filings

D2022-02-02 · 0001702568-22-000002

D2017-04-05 · 0000897069-17-000214

Fdic Zip Branches Raw

Shawmut Bank, National AssociationBoston, MA

The First National Bank of BostonBoston, MA

Fdic Zip HHI

2982.48

Fdic Zip Top Bank Share Pct

48.58

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-08-05T14:42:11Z

Rdap Domain Last Changed

2025-07-07T03:57:46Z

Rdap Nameservers

Phoenix.ns.cloudflare.comToby.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Active

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	4,167
Returns	340

Stub 2

AGI	15,132
Returns	400

Stub 3

AGI	31,243
Returns	500

Soi Zip Total Business Income

38,564

Soi Zip Total Cap Gains

305,615

Soi Zip Total Dividends

66,057

Soi Zip Total Returns

4,530

Top Owner CRD

6451943

Trust Company Affiliate