About Strategic Investment Group
Strategic Investment Group is a Financial Services company based in Arlington (United States) founded in 1987 by Hilda Ochoa Brillembourg, and was acquired by B-FLEXION in December 2018. Diversified investment management services are provided across asset classes. Its chief executive, as recorded, is Brian Murdock. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Arlington, United States
- Founders Hilda Ochoa Brillembourg
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website strategicgroup.com
- Social LinkedIn
- Acquired by B-FLEXION (Dec 2018)
- InvestorsFFL Partners
& 2 more
- Acquired byB-FLEXION
(Dec 2018)
Funding Insights of Strategic Investment Group
- Total Rounds 2
- First Round $19,578
(Sep 2009)
- Investors Count 2
All 2 funding rounds of Strategic Investment Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2012 | Private Equity Round | – | FFL Partners | – | |
| Sep 2009 | $19,578 | Grant | – | – |
3 investors in total: 3 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Lower middle market investments are targeted by FFL Partners. | 1997 | fflpartners.com | San Francisco, United States | |
B-FLEXION is engaged in private entrepreneurial investment activities. | bflexion.com | |||
Leadership is provided on agriculture, food, and rural development matters. | 1862 | usda.gov |
Investor details for Strategic Investment Group
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People of Strategic Investment Group
25 people are tracked at Strategic Investment Group (24 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Hilda Ochoa Brillembourg | Founder & Chairman | Leadership |
Lauren Fitzgerald | Managing Director | Leadership |
Brian Murdock | CEO & President | Leadership |
James Robertson | Managing Director | Leadership |
Ted Joseph | Managing Director | Leadership |
Leah Posadas | Director, Client Portfolio Manager | Leadership |
Paul S. Kramer | Managing Director - Private Markets | Leadership |
Ted V. Mundy | Managing Director | Leadership |
Joshua O'Brien | Managing Director, Head Of Investment Operations | Leadership |
Angela Neis | Director | Leadership |
Brian A. Murdock | President and Chief Executive Officer | Leadership |
Markus Krygier | Co-Chief Investment Officer | Leadership |
Nikki Kraus | Managing Director, Global Head of Client Development | Leadership |
Richard M. Behler | Managing Director | Leadership |
Stephen Mandella | Chief Financial Officer and Chief Operating Officer | Leadership |
Timothy F. O’Hara | Co-Chief Investment Officer | Leadership |
Kendall K. Rose | Managing Director | Leadership |
David J. Ordoobadi | Managing Director and Economic Counsellor | Leadership |
Christopher Holland | Director | Leadership |
Kenneth M. Shimberg | Managing Director | Leadership |
5 more people are available in the full profile.
Complete people profiles for Strategic Investment Group
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Timeline of Strategic Investment Group
4 dated milestones of Strategic Investment Group across 31 years, from founding to its latest funding, stage changes and deals.
- Founded Strategic Investment Group is founded.
- Funding First funding round of $20K.
- Funding Latest funding round, Private Equity Round,.
- Exit Acquired by B-FLEXION.
Competitors of Strategic Investment Group
Strategic Investment Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Strategic Investment Group
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- Full competitor set
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Web traffic of Strategic Investment Group
The website of Strategic Investment Group (strategicgroup.com) receives about 5.8K visits a month.
- Monthly visits5.8K
▲ 61.4% vs previous month
Websites whose visitors overlap most with Strategic Investment Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
strategicinvestment.com | strategicinvestment.com | 100% | – | ||
| arm.com.ng | 87% | #303,771 | View details | ||
| alcentra.com | 87% | 4.8K | #3,827,216 | View details | |
globalinvestormagazine.com | globalinvestormagazine.com | 87% | – | ||
| nexusinvestments.com | 86% | 5.1K | #3,706,850 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Strategic Investment Group
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- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Strategic Investment Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Strategic Investment Group
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 CEO of Strategic Investment Group, as recorded in our data.
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, Northwestern Mutual and Morgan Stanley.
Strategic Investment Group has 3 investors. Key investors include FFL Partners, United States Department of Agriculture, and B-FLEXION.
Yes. Strategic Investment Group was acquired by B-FLEXION in December 2018.