Data / Investment advisers / California / Strategic Global Advisors, LLC
Strategic Global Advisors, LLC, Newport Beach, CA: $3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Strategic Global Advisors, LLC is an SEC registered investment adviser with its main office in Newport Beach, California and reports $3 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include state and municipal governments, other investment advisers and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 286019
- SEC file number
- 801-108843
- SEC status
- Approved, effective January 4, 2017
- Main office
- 100 Bayview Circle Suite 650, Newport Beach, CA 92660
- Phone
- (949) 706-2640
- Website
- sgadvisors.com
- Regulatory AUM
- $3,025,106,708 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $3,025,106,708
- Accounts
- 34
- Employees
- 19, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 6 | $1.54 billion |
| Other investment advisers | Fewer than 5 | $755.2 million |
| Pension and profit sharing plans | Fewer than 5 | $318.8 million |
| Charitable organizations | 5 | $250.4 million |
| Corporations or other businesses | Fewer than 5 | $158.3 million |
| High net worth individuals | Fewer than 5 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.03 billion | March 30, 2026 |
| December 1, 2025 | $2.51 billion | June 20, 2025 |
Other advisers in Newport Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aristotle Pacific Capital, LLC | Newport Beach | $26.76 billion | 6 | adviserinfo.sec.gov |
| Aristotle Investment Services, LLC | Newport Beach | $16.50 billion | Not listed | adviserinfo.sec.gov |
| Paamco Prisma, LLC | Newport Beach | $14.45 billion | 14 | adviserinfo.sec.gov |
| Pacific Private Fund Advisors LLC | Newport Beach | $12.24 billion | 17 | adviserinfo.sec.gov |
| Windjammer Capital Investors | Newport Beach | $3.10 billion | 6 | adviserinfo.sec.gov |
| Hollencrest Capital Management | Newport Beach | $2.87 billion | 3 | adviserinfo.sec.gov |
| KBS Realty Advisors, LLC | Newport Beach | $2.72 billion | Not listed | adviserinfo.sec.gov |
| Row Asset Management, LLC | Newport Beach | $2.55 billion | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newport Beach, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving other investment advisers
- Strategic Global Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.