# Corgi Strategies, LLC

> Corgi Strategies, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 337985
- Filed as: CORGI STRATEGIES, LLC
- Also doing business as: CORGI ASSET MANAGEMENT, CORGI FUNDS, CORGI INVEST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337985
- AdvisorCensus page: https://advisorcensus.com/firm/corgi-strategies-llc-chicago-il-337985

## Quick answers

**How is Corgi Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Corgi Strategies, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Corgi Strategies, LLC located?**
Corgi Strategies, LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Corgi Strategies, LLC registered with the SEC or a state?**
Corgi Strategies, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337985.

**How much does Corgi Strategies, LLC manage?**
Corgi Strategies, LLC reports $799,330,000 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**What types of clients does Corgi Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (206).

**Does Corgi Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337985

**What changed in Corgi Strategies, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $799,330,000
- Discretionary: $799,330,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 206 | $799,330,000 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 18 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- corgiinvest.com
- founderledfunds.com
- reddit.com/user/corgi_funds
- Instagram @corgiinvest
- LinkedIn @corgiassetmanagement
- TikTok @corgiassetmgmt
- X @CorgiInvest
- YouTube @CorgiFunds

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### September 2026
- Added the business name Corgi Invest.
- Added the business name Corgi Funds.
- Added the business name Corgi Asset Management.
- Employees performing advisory functions went from 1 to 5.
- Regulatory assets under management went from $10,011,200 to $825,070,000 (+8141%).
- Registered or notice-filed in IL.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corgi Strategies, LLC (CRD 337985): Form ADV filing data as of October 2026.