STRATEGIC INVESTMENT FUND, INC.
Firm details
- Headquarters
- PITTSBURGH, Pennsylvania
- CRD number
- 226595
- Registered since
- May 27, 2015
- Website
- strategicinvestmentfund.org
Firm profile
FINTRXOverview
Strategic Investment Fund, Inc. is a corporate investment sponsor and adviser that has been SEC-registered since 2015 and is owned by an individual. The firm does not present itself as a capital allocator to outside managers and is not positioned as an ESG-focused or multi-state adviser. Its regulatory classification is unclassified and it does not identify as a pension consultant or related adviser to another registered entity. Firm activity centers on sponsorship and management of pooled investment vehicles. Reporting indicates the firm acts as an other investment adviser and sponsor, and serves as general partner and managing member for pooled investment vehicles, which points to a private-funds operating model rather than a retail advisory practice.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2HELEN CASEY
Chief Executive OfficerCRD 6500372
DAVID MALONE
Chairman & CEOCRD 706763
Contacts
3 of 9WILLIAM HUNT
Board of Directors MemberCRD 6499287
DONALD SMITH
DirectorCRD 7889048
DAVID MOREHOUSE
Senior Advisor to the PresidentCRD 6499278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PITTSBURGH, PA
ALLEGHENY
Location
PITTSBURGH, PA
Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- ALLEGHENY
- Address
- 11 Stanwix St
- Time zone
- ET (UTC-5)
- Office locations
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