Strategic Global Advisors, Llc
- Regulatory AUM
- $3.0B
- Discretionary
- $3.0B
- Clients
- 11
- Avg AUM / client
- $275M
- Accounts
- 34
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $2.4M | 0.08% |
| Pension and profit sharing plans | Fewer than 5 clients | $319M | 10.5% |
| Charitable organizations | 5 | $250M | 8.28% |
| State or municipal government entities | 6 | $1.5B | 50.9% |
| Other investment advisers | Fewer than 5 clients | $755M | 25.0% |
| Corporations and other businesses | Fewer than 5 clients | $158M | 5.23% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lindsey, Melvin, Duane | Member | Dec 2015 (11y) | 25% – 50% of Nile Capital Group Ii Llc (indirect) | |
| Waldinger, Elyse, Michelle | Chief Operating Officer | Dec 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nile Capital Group Ii Llc | General Partner | Dec 2015 | B | GP / trustee / elected manager of Nile Capital Fund, Lp (indirect) |
Undisclosed: 95% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- State Street $1.2B (38% of AUM) Mar 2026
- J.P. Morgan $908M (18% of AUM) Mar 2021
- Northern Trust $884M (29% of AUM) Mar 2026
- BNY Mellon $672M (22% of AUM) Mar 2026
- Brown Brothers Harriman & Co. $528M (19% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗