Strategic Global Advisors, LLC

RIASEC RegisteredEst. 2017

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$89M

Accounts

34

Employees

19

Advisory reps

4

Firm details

Headquarters: Newport Beach, California
CRD number: 286019
Registered since: January 4, 2017
Website: sgadvisors.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM
Client types: State / Municipal Government50.91%
Other Investment Advisers24.97%
Pension & Profit Sharing Plans10.54%
Charitable Organizations8.28%
Corporations / Businesses5.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Strategic Global Advisors, LLC is an SEC-registered institutional RIA organized as an LLC and operating since 2017. The firm charges fees based on a percentage of AUM and serves institutional clients while also providing portfolio management for individuals, small businesses, and other business or institutional clients. The firm identifies as an active ESG investor and appears to run a single-office operation rather than a multi-state advisory platform. It is not structured as a capital allocator to external alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities97%
Non-Exchange Traded Equities1%
Private Funds1%
Cash & Cash Equivalents1%

Owners & executives

3 of 4

Cynthia Tusan
CEOCRD 1239684
Gary Baierl
Chief Investment OfficerCRD 1710779
Elyse Waldinger
Chief Operating OfficerCRD 2850402

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$993K in ETFs

Passive

100%

$993K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI TAIWAN ETF (EWT)	BlackRock	Passive	China Region	$745K	6,860	75.00%

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Primary office

Newport Beach, CA

Orange

Location

Newport Beach, CA

Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Orange
Address: 100 Bayview Cir
Time zone: PT (UTC-8)
Office locations

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