STRATEGIC GLOBAL ADVISORS, LLC
SEC file number 801-66360
· NEWPORT BEACH, California
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.55B
Discretionary AUM
$2.55B
Employees
13
Clients
—
Firm
- Address
- 100 BAYVIEW CIRCLE
NEWPORT BEACH, California 92660 - Phone
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Strategic Global Balanced Institutional Trust II High name-match confidence · CIK 1407089 · Virginia
- Strategic Global Balanced Trust High name-match confidence · CIK 1003594 · Virginia
- Strategic Global Equity Trust High name-match confidence · CIK 1775597 · Virginia
- BGO Strategic Capital Partners Global Fund IV-F, L.P. Medium name-match confidence · CIK 2064699 · New York
- BGO Strategic Capital Partners Global Fund IV, L.P. Medium name-match confidence · CIK 2064698 · New York
- ValueAct Strategic Global International II, L.P. Medium name-match confidence · CIK 2121573 · California
- ValueAct Strategic Global Partners II, L.P. Medium name-match confidence · CIK 2121216 · California
- ValueAct Strategic Global Partners IV, L.P. Medium name-match confidence · CIK 2141537 · California
- AZ STRATEGIC ADVISORY B.V. Medium name-match confidence · CIK 2077170 · Netherlands
- Global Strategy LLC Medium name-match confidence · CIK 1512695 · Massachusetts
- GLOBAL STRATEGIC MOBILITY FUND, L.P. Medium name-match confidence · CIK 1903401 · Pennsylvania
- Lubell Global Advisors Ltd. Medium name-match confidence · CIK 2088373 · Florida
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ValueAct Strategic Global Partners IV, L.P. · D · Jul 21, 2026
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BGO Strategic Capital Partners Global Fund IV-F, L.P. · D/A · Apr 13, 2026
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BGO Strategic Capital Partners Global Fund IV, L.P. · D/A · Apr 13, 2026
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ValueAct Strategic Global Partners II, L.P. · D · Mar 26, 2026
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ValueAct Strategic Global International II, L.P. · D · Mar 26, 2026
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Global Strategy LLC · D/A · Mar 2, 2026
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Strategic Global Equity Trust · D · Mar 2, 2026
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Strategic Global Balanced Trust · D · Mar 2, 2026
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Strategic Global Balanced Institutional Trust II · D · Mar 2, 2026
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Lubell Global Advisors Ltd. · D · Sep 26, 2025
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AZ STRATEGIC ADVISORY B.V. · D · Jul 15, 2025$30M
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GLOBAL STRATEGIC MOBILITY FUND, L.P. · D/A · Jul 8, 2025
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BGO Strategic Capital Partners Global Fund IV-F, L.P. · D · Apr 15, 2025
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BGO Strategic Capital Partners Global Fund IV, L.P. · D · Apr 15, 2025
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Strategic Global Equity Trust · D · Mar 4, 2025
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Strategic Global Balanced Trust · D · Mar 4, 2025
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Strategic Global Balanced Institutional Trust II · D · Mar 4, 2025
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Global Strategy LLC · D/A · Feb 28, 2025