Hedge Fund Database

STRATEGICPOINT INVESTMENT ADVISORS LLC

STRATEGIC POINT INVESTMENT ADVISORS LLC Legal Name

Adviser information for STRATEGICPOINT INVESTMENT ADVISORS LLC last updated from Form ADV on March 28th, 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 Delaware, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,948 $716.8M
Non-Discretionary 0 $0
Total 1,948 $716.8M

Clients

Type Number RAUM
Individuals 451 $204.9M
HNW Individuals 213 $504.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 5 $7.4M
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 6
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesINSURANCE SOLUTIONS
Compensation % of AUMHourly charges
Other Business Activities INSURANCE SOLUTIONS

Identifiers

SEC RIA File Number 801-61711
SEC ERA File Number 801-61711
SEC CIK Numbers 1295044
SEC CRD Numbers 124636
Legal Entity Identifier None

Principal Office

294 WEST EXCHANGE STREET
PROVIDENCE
RI
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 401-273-1500, Fax: 401-273-8987

Websites

www.focusfinancialpartners.com www.linkedin.com/company/2064318/ vimeo.com/user16039654 www.strategicpoint.com www.facebook.com/strategicpointinvestmentadvisors/ www.linkedin.com/company/strategicpoint-investment-advisors/ twitter.com/focusfinancial twitter.com/derekamey www.linkedin.com/company/focus-financial-partners

Chief Compliance Officer

RICHARD J. ANZELONE
MANAGING PARTNER/CHIEF COMPLIANCE OFFICER
294 WEST EXCHANGE STREET
PROVIDENCE
RI
United States
Tel: 401-273-1500
Fax: 401-273-8987
(Full email address available in API data)

Regulatory Contact

BETSEY PURINTON
MANAGING PARTNER AND CO-CIO
294 WEST EXCHANGE STREET
PROVIDENCE
RI
United States
Tel: 401-273-1500
Fax: 401-273-8987
(Full email address available in API data)

Industry Affiliates

FOCUS RISK SOLUTIONS Insurance company or agency
SENTINEL PENSION ADVISORS INC Other investment adviser, including financial plannersPension consultant

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ANZELONE, RICHARD, JOSEPH Individual – CHIEF COMPLIANCE OFFICER 07/2005 < 5%
PURINTON, BETSEY, ALDEN Individual – MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER 05/2010 < 5%
FELICE, ANDREA, REGINA Individual – CHIEF FINANCIAL OFFICER 03/2009 < 5%
AMEY, DEREK, MICHAEL Individual – PORTFOLIO MANAGER 07/2010 < 5%
ANZELONE, RICHARD, JOSEPH Individual – MANAGING DIRECTOR 05/2010 < 5%
AMEY, DEREK, MICHAEL Individual – MANAGING DIRECTOR 09/2013 < 5%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
FI SERVICES HOLDINGS, LLC Domestic Entity – MEMBER 01/2006 > 75%
FOCUS OPERATING, LLC Domestic Entity FI SERVICES HOLDINGS, LLC MEMBER 01/2006 > 75%
PURINTON, BETSEY, ALDEN Individual – MANAGING PARTNER 10/2015 < 5%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MEMBER 07/2018 > 75%
ANZELONE, RICHARD, JOSEPH Individual – PARTNER 05/2018 < 5%
AMEY, DEREK, MICHAEL Individual – PARTNER 05/2018 < 5%
PURINTON, BETSEY, ALDEN Individual – CO-CHIEF INVESTMENT OFFICER 03/2022 < 5%
AMEY, DEREK, MICHAEL Individual – CO-CHIEF INVESTMENT OFFICER 03/2022 < 5%
FERDINAND FFP ACQUISITION, LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Domestic Entity FERDINAND FFP ACQUISITION, LLC MEMBER 08/2023 > 75%
FERDINAND FFP PARENT, INC Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS, LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FERDINAND FFP PARENT, INC SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS, L.P. Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS LP PARTNER 08/2023 50-75%
CD&R FERDINAND CO-INVESTOR, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 25-50%
CLAYTON, DUBILIER& RICE FUND XII, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 50-75%
ANZELONE, RICHARD, JOSEPH Individual – MANAGING PARTNER 05/2023 < 5%
AMEY, DEREK, MICHAEL Individual – MANAGING PARTNER 05/2023 < 5%

No. Employees, Historic

20100201920202021202220232024202514 on 12/9/201913 on 3/30/202013 on 6/30/202012 on 3/31/202112 on 9/3/202113 on 3/30/202213 on 3/31/202313 on 9/19/202313 on 2/2/202413 on 3/28/2024

RAUM, Historic

800M400M02019202020212022202320242025588284434 on 12/9/2019611806755 on 3/30/2020611806755 on 6/30/2020648314253 on 3/31/2021648314253 on 9/3/2021751788800 on 3/30/2022637570364 on 3/31/2023637570364 on 9/19/2023637570364 on 2/2/2024716766644 on 3/28/2024

No. Clients, Historic

80040002019202020212022202320242025739 on 12/9/2019639 on 3/30/2020639 on 6/30/2020638 on 3/31/2021638 on 9/3/2021645 on 3/30/2022645 on 3/31/2023645 on 9/19/2023645 on 2/2/2024669 on 3/28/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
APPLE INC COM 2M 7K 0
COCA COLA CO COM 215K 3K 0
CONOCOPHILLIPS COM 233K 2K 0
ELI LILLY & CO COM 234K 258 0
INVESCO QQQ TR UNIT SER 1 281K 586 0
ISHARES GOLD TR ISHARES NEW 27M 621K 0
ISHARES TR 3 7 YR TREAS BD 44M 383K 0
ISHARES TR 7-10 YR TRSY BD 25M 263K 0
ISHARES TR CORE MSCI EAFE 29M 398K 0
ISHARES TR CORE MSCI TOTAL 13M 200K 0
ISHARES TR CORE S&P TTL STK 41M 347K 0
ISHARES TR CORE S&P500 ETF 52M 95K 0
ISHARES TR ESG AWR MSCI USA 2M 14K 0
ISHARES TR ESG AWRE 1 5 YR 2M 77K 0
ISHARES TR MSCI KLD400 SOC 7M 64K 0
ISHARES TR MSCI USA MIN VOL 3M 39K 0
ISHARES TR MSCI USA QLT FCT 18M 104K 0
ISHARES TR RUS 1000 GRW ETF 23M 62K 0
ISHARES TR S&P 500 GRWT ETF 312K 3K 0
ISHARES TR S&P 500 VAL ETF 42M 232K 0
ISHARES TR SHORT TREAS BD 19M 176K 0
ISHARES TR TIPS BD ETF 248K 2K 0
MICROSOFT CORP COM 441K 986 0
NUSHARES ETF TR NUVEEN ESG LRGVL 2M 47K 0
SELECT SECTOR SPDR TR INDL 14M 115K 0
SELECT SECTOR SPDR TR TECHNOLOGY 27M 117K 0
SPDR S&P 500 ETF TR TR UNIT 91M 168K 0
SPDR SER TR PORTFOLIO SHORT 29M 987K 0
VANGUARD INDEX FDS TOTAL STK MKT 6M 24K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 5M 88K 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 16M 237K 0
VANGUARD WORLD FD ESG INTL STK ETF 526K 9K 0
VANGUARD WORLD FD ESG US STK ETF 2M 16K 0
VANGUARD WORLD FD HEALTH CAR ETF 15M 56K 0