Strategic International Limited (Cleveland Heights)

Name: Strategic International Limited
Address: 2925 N Park Blvd, Cleveland Heights, OH, 44118 4037
Telephone: 216 932 6500

Strategic International Limited is an internet adviser based in Cleveland Heights. It manages $4.35 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Ohio.

Strategic International Limited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic International Limited: assets under management

The assets under management (AUM) of Strategic International Limited is $4.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and $289 of the total AUM is attributable to clients outside of the United States.

The firm manages $4.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $255.72 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 86% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 14% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strategic International Limited for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Strategic International Limited serves?

The firm provides services to individuals, high net worth individuals, and pooled investment vehicles. The largest group of clients of Strategic International Limited is high net worth individuals with 2 clients and $2.59 million of assets under management. Among the 4 most similar advisory firms, Strategic International Limited has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $4.35 million for 7 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 14% of the firm’s clients are foreign persons or businesses.

Strategic International Limited also advises several private funds. Namely, one hedge fund.

Careers at Strategic International Limited

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Taylor Lovell Shockey	Managing member, managing principal, chief investment officer and chief compliance officer	1 Feb 2017	75% - 100%	5685254

Based in Cleveland Heights

The principal office where Strategic International Limited performs its advisory services is located at 2925 N Park Blvd, Cleveland Heights, OH 44118 4037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216 932 6500. The normal business hours are none on Other. You can find more information about the New York firm at strategic.international.