Strattam Capital Management, LLC (“Strattam” or the “Firm”), a Delaware limited partnership, was
formed in May 2014. Robert Morse and Adrian Polak are the founding Principals and owners of Strattam
Capital Management, LLC.
Strattam is an investment management firm that provides advisory services to high-net worth individuals
and institutional clients through privately offered pooled investment vehicles, Strattam Capital Investment
Fund, LP, a Delaware limited partnership, Strattam Capital Investment Fund A, LP, a Delaware limited
partnership, Strattam Capital Investment Fund II, LP, a Delaware limited partnership, Strattam Capital
Investment Fund II (A), LP, a Delaware limited partnership, Strattam Capital Investment Fund III, LP, a
Delaware limited partnership, Strattam Capital Investment Fund III Founders, LP, a Delaware limited
partnership, Strattam Co-Invest Fund I LP, a Delaware limited partnership, Strattam Co-Invest Fund II
LP, a Delaware limited partnership, Strattam Co-Invest Fund IV LP, a Delaware limited partnership,
Strattam Co-Invest Fund V LP, a Delaware limited partnership, Strattam Co-Invest Fund VI LP, a
Delaware limited partnership, Strattam Co-Invest Fund VII LP, a Delaware limited partnership, Strattam
Co-Invest
Fund VIII LP, a Delaware limited partnership, Strattam Co-Invest Fund IX, LP, a Delaware
limited partnership, and Strattam Co-Invest Fund X, LP, a Delaware limited partnership (collectively
called the “Funds” and each a “Fund”), collectively referred to as the “Advisory Clients.”
Strattam focuses on making control equity investments in founder-led B2B software and technology
services companies that primarily operate in North America, have revenues of $5 million to $25 million
and have enterprise values up to approximately $100 million. Strattam focuses on investing in businesses
that operate in sectors that it finds fundamentally attractive and that it has developed deep domain expertise
in.
The Firm’s investment management and advisory services to the Funds are provided pursuant to the terms
of the private placement memorandum and investors in the Funds cannot obtain services tailored to their
individual specific needs.
Strattam does not participate in a wrap fee program.
As of December 31, 2023, Strattam manages approximately $1,009,500,545 in regulatory Advisory Client
assets under management on a discretionary basis. Strattam does not intend to manage any Advisory Client
assets on a non-discretionary basis.