All Rights Reserved. Firm Overview Strategic is an outsourced Chief Investment Officer (OCIO) industry pioneer, founded in 1987 as an "investment department for hire" to provide sophisticated, customized investment solutions to a select group of clients. I talked to Vincent Aiello, the lawyer whose email address is listed as the resident agent who set up the company for the two men indicted last week in connection with a campaign financing scheme. This legal entity was firstly registered on 15th March 2016 under the legal form of Domestic Limited-Liability Company. Sam Hanna, founder and Managing Principal of SGH Strategic Investment Partners, LLC (SGH), has over 40 years' experience in operational and administrative management in the professional services business arena. We partner with owners, management teams and other capital structure constituents to create value. marathon runner, college sports fan, former mountain biker and enjoys spending time with his wife and Our approach is focused on getting to know you, your unique goals, what you care about and where you want to go and what you are trying to accomplish. That industry background and experience prepared her for the financial services industry. Show # 529: Retirement in a Biden Economy. Shortly after that meeting, (the four defendants) began to formalize the Business Venture with Foreign National-1 and fund their lobbying efforts. Toggle navigation Nevada-register.com Home; Terms; Contact; JOHN KUKUCZ III. While in December of 2016 he announced his retirement from the daily management of SAM, LLC, Sam retains the position of Founding Chairman and continues to serve as an advisor to the management team. We creatively engage fund sponsors and business owners using our partnership approach to provide customized capital solutions. Since our founding in 1999, SIPCO has strived to achieve superior investment returns along with preservation of capital for our . (February 8, 2023), We are Doubling Our Short Position in DWAC And the best part of all, documents in their CrowdSourced Library are FREE. We work to identify comprehensive strategies and custom tailor them to our clients goals to reduce risk. Mr. Lansing received his B.A. Consistent monitoring Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed. SGH's investment philosophy is to identify strong management teams with compelling business plans and help them grow creating incremental value by providing patient and strategic capital. April 2021: What a Difference a Year Makes, January 2021: COVID, The Economy, and Consumer Confidence, September 2020: Proactive Year-end Tax Planning for 2020 and Beyond, August 2020 : Low Interest Rates and Investors, June 2022: Understanding Rising Interest Rates. NTU's a non-profit, non-partisan citizen group whose (350,000) members work every day for lower taxes and smaller government at all levels. All data on website has informational character only and are taken from publicly available sources. This site is published for residents of the United States only. Happiness is not the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort. We believe that the more educated a family is about their investments, the more efficiently they can plan for the future. Mr. Henderson began his career as an Investment Banking Analyst at Citigroup, supporting the Mergers & Acquisitions and Global Industrials Groups. AT LEAST IF YOU WANT TO WIN! Silverpeak's partners average 30 years' investment experience and more than 25 years of working and investing together. Company Type For Profit. Their common approach and planning- first model has driven their business decisions ever since. Some of this material was developed and produced by Faucet to provide information on a topic that may be of interest. Email: info@sghmgmt.com, Current minimum of 10% cash flow margins, EBITDA at least $1,000,000, Niche business with growth through value creation or sustainable competitive advantage, Quantifiable growth opportunities, defensible market share, Experienced management team with independent infrastructure, Preference for family/founder owned businesses with strong management team in place, Well-articulated business plan and strategy. He has been involved in the community serving on various non-profit boards. THOSE WHO HAVE KNOWLEDGE, DON'T PREDICT. In September 1989, I testified before the House Ways and Means Committee about the dangers of government sponsored enterprises (GSEs) such as Freddie Mac and Fannie Mae. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio. (#059: December 21, 2022), By 2025, the Global Cannabis Industry is Expected to Reach $56 Billion has a wide variety of experience, ranging from mergers and acquisitions, oil and gas, technology start- Images source is Getty Images. Phone Number 212 287 6767. Whether its building a conservative retirement income plan or helping the client have the confidence to stick with a plan, we have many tools and approaches at our disposal to help clients work towards their goals. We analyze and evaluate your life, disability and long-term care insurance needs to ensure you have the right amount of insurance, and the appropriate types of coverage for your situation. Youve spent your life building up skills and knowledge from decades of work. Sponsored. In some cases we will work to develop a financial plan for a flat fee. Strategic Value Partners was founded and is led by Victor Khosla, a recognized long-time investor in these asset classes. Strategic Investment Partners LLC Active 2016 3 NonMM Strategic Management Group L.L.C. But with our flexible and comprehensive approach we can help you pursue your goals with a tailored strategy to alleviate your fears and improve behavior. Whatever your retirement goals, we can help you. Connect with Strategic. Subscribe to our emails. No strategy assures success or protects against loss. Ten days later, they changed the name to Strategic Investment Group, thus masking the true purpose, according to an amendment filed with the articles of incorporation. Strategic Development Partners LLC: 0001292827: NEW YORK: STRATEGIC INVESTMENT FUND PARTNERS: 0001004635: STRATEGIC PARTNERS REALTY FUND I LP: 0001268109: Strategic Wealth Partners Group LLC: 0001682677: DELAWARE: Gray Diversified Loan Advisors, LLC Strategic & Gray Real Estate Acquisition Partners II, LLC: 0001817299: VIRGINIA: Strategic . In the fall of 1998, Al and Mike met at a business conference. STRATEGIC INVESTMENT PARTNERS LLC: Address: 401 RYLAND STREET SUITE 200-A, RENO, 89502, NV: Title: Managing Member JOHN KUKUCZ III. We focus on Evidence Based Investing (EBI) and helping investors work toward their financial goals. Investment Selection Process. In 2000, Al and Mike left the big insurance company they were with and partnered together to become independent. Smart Tax Planning. Anthony received a bachelors degree in geology from Western State University in Gunnison, CO, and worked as an exploration geologist for Tenneco Minerals in Alaska, Nevada and Utah. SVP provides investment management services on a discretionary basis to pooled investment vehicles, which it calls "Client Funds." It also provides . Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. STRATEGIC INVESTMENT PARTNERS LLC specializes in: Investors, N.E.C.. Cetera is under separate ownership from any other named entity. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. In February 1999, Bob and his family relocated to Pagosa Springs and opened an office for Edward Jones Investments where he became a limited partner. The Nevada Independent is a project of: Nevada News Bureau, Inc. | Federal Tax ID 27-3192716. Based on all investments made since inception by funds and accounts across HPS Private Credit Platform, including Specialty Direct Lending, Core Senior Lending and Strategic Investment Partners strategies, as well as accounts that do not directly track the forementioned strategies. He and his wife reside in Austin and have five children and eleven grandchildren. He previously developed systematic asset allocation strategies for family offices in Austin and The Woodlands in addition to trading energy derivatives for a large Commodity Trading Advisor in Houston. Prior to his current role, Mr. Kosches was a Founder and COO of Equator, LLC and its Brazilian subsidiary, TTG Brasil, where he was responsible for day-to-day operations. Quality Assurance Inspector. SGH combines diverse resources with extensive operating expertise to acquire and grow privately held companies by providing strategic capital, guidance and support. The company was incorporated on Sept. 14, 2018. UniCourt uses cookies to improve your online experience, for more information please see our Privacy Policy. Prior to joining SGH Management, Kyle was Vice President of Acquisitions and Investor Relations at CFH Investment Partners, a private equity real estate firm focused on multifamily investments. THOSE WHO PREDICT, DON'T HAVE KNOWLEDGE. Strategic Investment Group, Inc. by Jon Ralston on Scribd. SGH Strategic Investment Partners "SGH" was founded in 2016 as a private, single family office in Austin, Texas. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. In 2019, Strategic was sold to Northill Capital, a U.K.-based independent, privately-held asset management business. While in Las Vegas, Parnas, Fruman and , and Kukushkin also attended a political fundraiser for a State candidate in Nevada (believed to be former gubernatorial candidate Adam Laxalt). Bob Scott (CFP AAMS) has been in the investment business since 1987, where he started as a financial analyst on Wall Street. ABOUT. This incredible medical cannabis startup promises to assist those with Post-Traumatic Stress Disorder by researching, developing, and producing targeted cannabinoid health products for General Depression, Anxiety and PTSD. Pagosa Springs, CO 81147. Arlington, VA 22209. While other digital investing solutions, or robo advisors, offer online investment management, most dont include a direct personal relationship with a dedicated financial advisor. Gerrity Lansing, Managing Director, Partner of BTG Pactual & Head of the Tangible Assets Group. Company is located in the register with the Company number E0118892016-8 and with the national number of State Nevada NV20161154932. IF YOU THINK ABOUT THAT YOU'LL DO THINGS DIFFERENTLY. With over a hundred years of combined experience, our team will work diligently, get you the information needed to make the right decisions in regard to your financial matters, and help you make sense of the ever-changing financial landscape. INVESTOR BEHAVIOR CAN BE MORE IMPORTANT THAN INVESTMENT PERFORMANCE. (#013: September 15, 2022). Strategic Investment Group has an overall rating of 3.0 out of 5, based on over 32 reviews left anonymously by employees. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Arjun Murthy's career has taken him from the halls of Congress to Cascade Partners LLC, where he works as the investment banking firm's youngest director. Let's chat and see if we should work together. We get to know our clients on a personal level before we even start talking about investments. He is on the Board of the Nasher Museum of Art at Duke University, the Buckley School in New York City, the National Alliance of Forest Owners (NAFO), Enviva Partners, LP (NYSE: EVA) and La Fundacin de la Universidad del Valle de Guatemala. Strategic Investment Partners LLC Overview. Additionally, our process will help determine if we are a good fit to work effectively together to increase the likelihood of success and ensure a mutually beneficial long-term relationship. LPL Financial does not provide tax advice. Strategic Wealth offers investment management and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.. 10095 Cascade Falls Drive. For many of our clients that means they are invested in a strategic allocation (long term) and our unique tactical portfolio that is dynamically adjusted according to market conditions, and market risk. Hill Country Hospitality Management, a portfolio company managed by SGH, focuses on assets and services in the hospitality industry. Our mission is to bring confidence and direction in all financial matters at every stage of your life. Investors, NEC. Al and Mike shared the same belief that other advisors place too much focus on products and not enough on what those products actually mean to the overall goals and dreams of the families they work with. This portfolio consists of several non-traditional or alternative strategies, including diversified arbitrage, hedged equity, short bias, managed futures and equity long/short. Strategic HR Partners, LLC Minden, NV 1 week ago Be among the first 25 applicants See who Strategic HR Partners, LLC has hired . She earned her Bachelor of Science Degree in Mathematics with a minor in Business and her Masters Degree in Mid-Management from The University of Texas. Lets talk about how you can retire with confidence! Bob is a CERTIFIED FINANCIAL PLANNER practitioner and completed the Accredited Asset Management Specialist (AAMS) professional education program offered by the College for Financial Planning. SGH is an active investor focusing on investing in lower middle market companies. Strategic Property Partners, LLC ("SPP") is a full-service real estate developer, owner and operator focused on world-class execution, innovation, and creating high quality and experiential places. While in . If you ever have any questions, your advisor is only a phone call away. Faucet is not affiliated with the named representative, broker dealer, state or SEC registered investment advisory firm. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site atwww.ceteraadvisornetworks.com. . We take pride in the fact that the trusted relationships we build with our clients often span for generations. The two men who set up a business in Nevada last year and who were indicted last week with two of Rudy Giulianis associates originally named it Cannabis Management Group. The firm generally requires a minimum account size of $1,000,000, but it may accept clients with smaller portfolio sizes. CHICAGO & NEW YORK-- ( BUSINESS WIRE )--GTCR LLC and Blackstone (NYSE:BX) today jointly announced a new partnership in which funds managed by . The financial upside for investors in developing a therapy that teaches the human immune system to kill solid tumor cancer cells using CAR-T Cell Therapy amounts to $1.96 Billion market annually. Persons with name JOHN KUKUCZ III JOHN KUKUCZ III. He subsequently served as Senior Portfolio Manager/Director of Research at Forstmann-Leff Associates, CIO of MUUS (Sonnenfeldt Family Office), CIO of U.S. Growth Equities at American Century Investments where he oversaw US$ 30 billion of growth equity funds and Partner of Proteus Capital. When clients work with us, they work with professionals that care about their future and the relationships we build. He holds an MBA from the University of Houston. Wealth management is the practice of integrating tax, investment and financial strategies into a thoughtful, comprehensive financial plan to help a family or individual address their financial goals. It was incorporated on Sept. 14, 2018, and those men are the only listed officers. With over 500 shows under their belt, Al & Mike continue to educate their listeners. Active 2019 2 NonMM . BY Elyse Wild Sunday, February 26, 2023 06:35pm. To this day, they will tell you they are not Radio Guys they are financial advisors who happen to do a radio show. Whether you are looking at retirement, providing for your loved ones, or leaving a legacy, we will help you develop strategies to pursue your financial goals and educate you throughout every step of the way. Buyer beware! For any general inquiries, please fill in the following contact form. Steve Lurito, Senior Advisor, BTG Pactual Strategic Capital. In early September 2018, Parnas, Fruman, Correia, Kukushkin, and Foreign National-1 met in Las Vegas, Nevada, to discuss the Business Venture. Our Strategies. Mike studied bioengineering at Texas A&M University and is a Registered Professional Land Surveyor in Texas. No strategy assures success or protects against loss. At Strategic Investment Partners, we work diligently to provide you with the tools and education to help you navigate whatever financial decisions you face. Why is this public record being published online? He arrived in the United States as an immigrant in 1970 and became licensed as a Registered Professional Land Surveyor in Texas in 1975. The portfolio was constructed to have lower correlations to both stocks and bonds and also to be diversified between the strategies themselves. The top 10 investment scams. The company STRATEGIC INVESTMENT PARTNERS LLC is managed by 3 persons in total. The team at Scott Strategic Investments works with successful people that are looking for financial planning advice in all aspects of their wealth, including portfolio design and investment management, retirement planning, tax planning, risk management and estate planning. After graduating summa cum laude, she moved to Midland, TX with her now-husband where she worked in Real Estate and the Oil & Gas industry for 3 years. We offer a high level of service to a smaller amount of clients. The information in this material is not intended as tax or legal advice. Related Fund Management ("RFM") and Greenfield Partners, LLC ("Greenfield"), a thought leader in property investing and logistics specialist, today announced the $350 million sale of Quiet Logistics Inc. ("Quiet") and strategic investments to American Eagle Outfitters, Inc. (NYSE:AEO)("AEO"). Please consult legal or tax professionals for specific information regarding your individual situation. Business company STRATEGIC INVESTMENT PARTNERS LLC is a legal entity registered under the law of State Nevada. The focus of most media accounts has been on Igor Fruman and Lev Parnas because of their connections to Giuliani, who is President Trumps personal lawyer, and their role in what happened in Ukraine. Smaller amount of clients Pactual strategic capital, a U.K.-based independent, privately-held asset management business THAN 17,000 firms the... Shows under their belt, Al & Mike continue to educate their.... 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