The STRATEGIC GLOBAL ADVISORS is a privately held investment adviser that advises $3.03Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STRATEGIC GLOBAL ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 40.03% over the last 5-years.
The Group has been registered with the SEC for 9.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 100 BAYVIEW CIRCLE SUITE 650, NEWPORT BEACH, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 19 employees comprised of 10 investment and 9 non-investment staff. The total number of Employees decreased by 29.63% over the last 5-years.
Their $3.03Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 11 other accounts. Assets of Government Entities and Pension Plans clients own $1.54Bn or 50.91% of Total Assets and Charitable Organizations own $250.36mn or 8.28% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Government Entities and Pension Plans and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
STRATEGIC GLOBAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.