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STRATEGIC INTERNATIONAL
Legal name: STRATEGIC INTERNATIONAL LIMITED
CRD 287914File 801-110143
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$177K
Bottom 25% of cohort (national)
Discretionary AUM
$177K
Clients
2
2 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 22, 2017
- Principal office
- Not reported
- Phone
- 216 932 6500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $177K
- Discretionary AUM
- $177K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2
- Non-discretionary accounts
- 0
- Total accounts
- 2
- AUM per client
- $88K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | Fewer than 5 | $177K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $211,425 | $176,870 | decreased by$34,555 |
| Mar 1, 2026 | Clients | 8 | 2 | decreased by6 |
| Mar 1, 2026 | AUM | $6,838,628 | $211,425 | decreased by$6,627,203 |
| Mar 1, 2026 | Accounts | 18 | 2 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,622,061 | $6,838,628 | decreased by$783,433 |
| Feb 1, 2022 | Clients | 7 | 8 | increased by1 |
| Feb 1, 2022 | AUM | $5,617,600 | $7,622,061 | increased by$2,004,461 |
| Feb 1, 2022 | Accounts | 17 | 18 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC INTERNATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC INTERNATIONAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.