STRATEGIC INVESTMENT FUND, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
11
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
226595
Registered since
May 27, 2015

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • HELEN CASEY

    Chief Executive OfficerCRD 6500372

  • DAVID MALONE

    Chairman & CEOCRD 706763

Contacts

3 of 9
  • WILLIAM HUNT

    Board of Directors MemberCRD 6499287

  • DONALD SMITH

    DirectorCRD 7889048

  • DAVID MOREHOUSE

    Senior Advisor to the PresidentCRD 6499278

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth