Key facts
- STRATEGIC GLOBAL ADVISORS, LLC is a other based in NEWPORT BEACH, CA.
- STRATEGIC GLOBAL ADVISORS, LLC has 6 funds on record, raising $1.2B across the 4 that report a size.
- STRATEGIC GLOBAL ADVISORS, LLC reports $329.6M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 286019- Regulatory AUM
- $329.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 19
- Registered office
- NEWPORT BEACH, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for STRATEGIC GLOBAL ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
6 recorded- Strategic Global Equity Trust2019$671.3M
- Strategic Partners Global Secondary Fund, L.P.2016—
- Strategic Global Bond Fund2013$26.0M
- Strategic Global Balanced Trust2009$149.4M
- Strategic Global Balanced Institutional Trust II2009—
- Strategic Global Balanced Institutional Trust I2009$329.5M
$1.2B raised across the 4 funds that report a size
Frequently asked
- What is STRATEGIC GLOBAL ADVISORS, LLC's AUM?
- STRATEGIC GLOBAL ADVISORS, LLC manages approximately $329.6M in assets.