Strategic Global Advisors, LLC

$3.03BAssets under management
as of Mar 2026 · SEC Form ADV
Newport Beach, CA
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No one at Strategic Global Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
State Street
Per Form ADV · $853M held · filed Nov 2024
Northern Trust
Per Form ADV · $781M held · filed Nov 2024
Brown Brothers Harriman & Co.
Per Form ADV · $528M held · filed Nov 2024
BNY
Per Form ADV · $461M held · filed Nov 2024