The STRATEGIC INDEX ADVISORS is a privately held investment adviser that advises $1.87Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. STRATEGIC INDEX ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 89% over the last 5-years.
The Group has been registered with the SEC for 9.11 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 516 NORTH TRYON STREET, CHARLOTTE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 11 investment and 7 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $1.87Bn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 98 other accounts. Assets of High Net Worth Individuals clients own $892.17mn or 47.59% of Total Assets and Individuals own $720.37mn or 38.43% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 78.66% and 21.34% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
STRATEGIC INDEX 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.