StratiFi, LLC

Q3 2017 13F Combination Report, Stock Holdings

Signature - Title
Heidi Johnson - Chief Compliance Officer
Location
San Francisco
Holdings as of
September 30, 2017
Value $
$103K
Num holdings
6
Date filed
11/14/2017, 02:33 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included .
Previous filing
Q2 2017 - Aug 14, 2017
Next filing
Q4 2017 - Feb 14, 2018
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings

StratiFi, LLC didn't report any stock holdings as of Q3 2017.

Filing 2017 Q3 compared to 2017 Q2 by default.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Heidi Johnson Chief Compliance Officer San Francisco, California 11/14/2017

List of Other Managers Reporting for StratiFi, LLC:

Name Holdings Value Location File Number
Fort Point Capital Partners LLC $998M San Francisco, CA 028-16070
Cavalier Investments, LLC $330M Alpharetta, GA 028-17041

Other Included Managers (3):

Num Name Location File Number
1 Fort Point Capital Partners LLC San Francisco, CA
2 Smith & Howard Wealth Management, LLC Atlanta, GA 028-14923
3 LPL Financial LLC San Diego, CA 028-12526