STRATEGIC INVESTMENT FUND, INC.
Adviser information for STRATEGIC INVESTMENT FUND, INC. last updated from Form ADV on March 26th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-99349 |
|---|---|
| SEC ERA File Number | 802-99349 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 226595 |
| Legal Entity Identifier | None |
Principal Office
11 STANWIX STREET17TH FLOOR
PITTSBURGH
PA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 412-281-4783, Fax: 412-281-1890
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| POWER OF 32 SITE DEVELOPMENT FUND, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STRATEGIC INVESTMENT FUND PARTNERS | Real Estate Fund | $42.7M | $0.3M | 30 |
| STRATEGIC INVESTMENT FUND PARTNERS (2023) | Real Estate Fund | $16.4M | $0.3M | 23 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SKELLEY, JANEL, M. | Individual | – | SECRETARY / TREASURER | 08/2006 | < 5% |
| HOLZER, SY | Individual | – | DIRECTOR | 01/2008 | < 5% |
| HAGGERTY, GRETCHEN, ROBINSON | Individual | – | DIRECTOR | 01/2004 | < 5% |
| MALONE, DAVID, JOHN | Individual | – | CHAIRMAN / DIRECTOR | 01/2011 | < 5% |
| ONORATO, DANIEL | Individual | – | DIRECTOR | 01/2012 | < 5% |
| BARBOUR, JOHN, ALEXANDER | Individual | – | DIRECTOR | 01/2011 | < 5% |
| HUNT, WILLIAM, EDWARD | Individual | – | DIRECTOR | 06/2014 | < 5% |
| CASEY, HELEN, HANNA | Individual | – | DIRECTOR | 08/2006 | < 5% |
| PASHMAN, STEFANI | Individual | – | PRESIDENT / DIRECTOR | 12/2019 | < 5% |
| MOREHOUSE, DAVID, JOSEPH | Individual | – | DIRECTOR | 04/2023 | < 5% |
| SMITH, DONALD, FRANKLIN | Individual | – | DIRECTOR | 04/2023 | < 5% |
| WADE, KEVIN, JOHN | Individual | – | DIRECTOR | 04/2023 | < 5% |