Strategic Probability Partners provides portfolio management for individuals and small businesses.
Strategic Probability Partners reports 8 clients. They include 6 high-net-worth individuals and 2 individual clients. Of its assets, 59.9% ($83M across 20 accounts) are managed with discretion; $55.6M across 6 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 25% | <1% |
| High-net-worth individuals | 75% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $1.08M | 0.8% | $539K |
| High-net-worth individuals | 6 | $138M | 99.2% | $22.9M |
| Total | 8 | $139M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.08M
- AUM share
- 0.8%
- Avg. per client
- $539K
- Clients
- 6
- Regulatory AUM
- $138M
- AUM share
- 99.2%
- Avg. per client
- $22.9M
Total
- Clients
- 8
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
Strategic Probability Partners charges 0.00%–0.75% a year for its Direct Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $37,500 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 0.75% |
| $5M–$7.5M | 0.50% |
| $7.5M–$10M | 0.00% |
| $10M–$20M | 0.40% |
| $20M–$50M | 0.25% |
| $50M and above | 0.20% |
Fee details and sources
Craig Sutherland owns 75% or more of Strategic Probability Partners. The leadership team of Strategic Probability Partners includes Chief Operating Officer David Bruce Williams and Chief Compliance Officer Craig Sutherland. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Strategic Probability Partners, LLC
Craig Sutherland
Control person · since November 2014
Strategic Probability Partners’ regulatory assets grew from $107M (March 2023) to $139M (March 2026); clients fell from 12 to 8 and employees from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $139M | 8 | 2 | 1 |
| Mar 2025March 2025 | $126M | 9 | 3 | 1 |
| Mar 2024March 2024 | $123M | 12 | 3 | 1 |
| Mar 2023March 2023 | $107M | 12 | 3 | 1 |
Besides its headquarters, Strategic Probability Partners has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Strategic Probability Partners, LLC
- Headquarters
- Not reported
- Phone
- 305-619-3566
- SEC file
- 801-126516
- Structure
- Florida LLC
- Fiscal year end
- December
Strategic Probability Partners’ named custodian for separately managed accounts is Charles Schwab ($103M). Strategic Probability Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $103M100%
At year end, Strategic Probability Partners’ separately managed accounts were mostly in funds (73%) and stocks (23%).
What the accounts hold
- Stocks23%
- Funds73%
- Bonds3%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash1%
How many clients does Strategic Probability Partners have?
Strategic Probability Partners has 8 clients and manages $139 million for them, as of March 2026. They include 6 high-net-worth individuals and 2 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Strategic Probability Partners offer?
Strategic Probability Partners provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Probability Partners charge?
Strategic Probability Partners charges 0.00%–0.75% a year for its Direct Investment Management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $37,500 annual minimum.
Which custodians does Strategic Probability Partners use?
Strategic Probability Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Strategic Probability Partners have?
Strategic Probability Partners has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Probability Partners invest in?
At the end of its last fiscal year, Strategic Probability Partners’ separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 2% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Probability Partners?
Strategic Probability Partners’ direct owner is Craig Sutherland (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Strategic Probability Partners get paid?
Strategic Probability Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strategic Probability Partners?
Its phone number is 305-619-3566. Its website is strategicprobabilitypartners.com.