STRATEGIC INTERNATIONAL
STRATEGIC INTERNATIONAL LIMITED Legal Name
Adviser information for STRATEGIC INTERNATIONAL last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 18 | $7.1M |
| Non-Discretionary | 0 | $0 |
| Total | 18 | $7.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 5 | $465,446 |
| HNW Individuals | <5 | $4.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $2.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 14 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-110143 |
|---|---|
| SEC ERA File Number | 801-110143 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 287914 |
| Legal Entity Identifier | 3990636 |
Principal Office
2925 N PARK BLVDCLEVELAND HEIGHTS
OH
United States
RARELY, NONE
Tel: 216 932 6500, Fax: None
Websites
Chief Compliance Officer
TAYLOR LOVELL SHOCKEY
MANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER
20 RIVERVIEW CT
BENTLEYVILLE
OH
United States
Tel:
216 513 6120
T*************@**********************L
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CRANBERI INVESTMENT GROUP I | Hedge Fund | $2.3M | $0.0M | 8 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHOCKEY, TAYLOR, LOVELL | Individual | – | MANAGING MEMBER, MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | 02/2017 | > 75% |