Strategic Investment Group

Arlington, United States Founded: 1987 • Age: 39 yrs Acquired By B-FLEXION
Diversified investment management services are provided across asset classes.
Annual revenue - Latest available
Total funding - 2 rounds
Employees - Tracked headcount
Investors 3 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About Strategic Investment Group

Strategic Investment Group is a company based in Arlington (United States) founded in 1987 by Hilda Ochoa Brillembourg was acquired by B-FLEXION in December 2018. Strategic Investment Group operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

  • Headquarter Arlington, United States
  • Founders Hilda Ochoa Brillembourg
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
  • Employee Count
    Not available
  • Acquired by
    B-FLEXION

    (Dec 20, 2018)

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People of Strategic Investment Group

Headcount 50-200
Employee Profiles 23
Employee Profiles
People
James Robertson
Managing Director
People
Ted Joseph
Managing Director
People
Leah Posadas
Director, Client Portfolio Manager
People
Paul S. Kramer
Managing Director - Private Markets

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Funding Insights of Strategic Investment Group

Investors in Strategic Investment Group

Strategic Investment Group has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include FFL Partners, United States Department of Agriculture and B-FLEXION.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Lower middle market investments are targeted by FFL Partners.
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B-FLEXION is engaged in private entrepreneurial investment activities.
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Leadership is provided on agriculture, food, and rural development matters.
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Investor details for Strategic Investment Group

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  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Strategic Investment Group

Investments
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Investment portfolio details for Strategic Investment Group

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  • Transaction dates
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Financial Statements - Strategic Investment Group

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Detailed financials for Strategic Investment Group

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Strategic Investment Group Comparisons

Strategic Investment Group Primary company
Description
Diversified investment management services are provided acro...
Location
Arlington, United States
Founded Year
1987
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Strategic Investment Group

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Competitors of Strategic Investment Group

Strategic Investment Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of Strategic Investment Group

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Latest news on Strategic Investment Group

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Complete news archive for Strategic Investment Group

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Frequently Asked Questions about Strategic Investment Group

Strategic Investment Group was founded in 1987 and raised its 1st funding round 22 years after it was founded.

Strategic Investment Group is headquartered in Arlington, United States. It is registered at Arlington, Virginia, United States.

Brian Murdock is the current CEO of Strategic Investment Group.

Strategic Investment Group, established in 1987 and currently in Acquired stage, focuses on offering financial products and advice, managing assets, and diversified. Diversified investment management firm. Adapting to market demands with innovation and client-focused strategies. It continues to evolve, meeting industry challenges with strategic approaches.

Strategic Investment Group's top competitors include Fidelity Investments, Investec and Guggenheim Partners.

Strategic Investment Group has 3 investors. Key investors include FFL Partners, United States Department of Agriculture, and B-FLEXION.

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