# STRATEGIC GLOBAL ADVISORS, LLC

STRATEGIC GLOBAL ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286019
- Type: SEC-registered investment adviser
- SEC file number: 801-108843
- Location: 100 BAYVIEW CIRCLE, SUITE 650, NEWPORT BEACH, CA, 92660-3043
- Phone: 949-706-2640
- Latest filing: 2026-03-30
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 19
- Accounts: 34

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Melvin Duane Lindsey | LIMITED PARTNER; MEMBER | — |
| Huyen Kim Gerbereux | MANAGING MEMBER | — |
| Cynthia Ann Tusan | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| Gary Thaddeus Baierl | MEMBER & CHIEF INVESTMENT OFFICER | — |
| Edele Nmn Hovnanian | MANAGING MEMBER; TRUSTEE | — |
| Lisa Vaughn Pell | LIMITED PARTNER | — |
| Joel David Reynolds | CHIEF COMPLIANCE OFFICER | — |
| Elyse Michelle Waldinger | CHIEF OPERATING OFFICER | — |
| GALLAGHER MARK JOSEPH | PRESIDENT | — |
| WHITTAKER JOHN MATTHEW | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| TUSAN CYNTHIA ANN | MANAGING MEMBER & CHIEF EXECUTIVE OFFICER | — |
| BAIERL GARY THADDEUS | MEMBER & CHIEF INVESTMENT OFFICER | — |
| HOVNANIAN EDELE | MANAGING MEMBER; TRUSTEE | — |
| WALDINGER ELYSE MICHELLE | CHIEF OPERATING OFFICER | — |
| PELL LISA VAUGHN | LIMITED PARTNER; MEMBER | — |
| KNUF TARA LYNN | CHIEF FINANCIAL OFFICER | — |
| GERBEREUX HUYEN KIM | MANAGING MEMBER | — |
| LINDSEY MELVIN DUANE | LIMITED PARTNER; MEMBER | — |
| HOVNANIAN EDELE NMN | MANAGING MEMBER; TRUSTEE | — |
| REYNOLDS JOEL DAVID | CHIEF COMPLIANCE OFFICER | — |
| Edele (Nmn) Hovnanian | MANAGING MEMBER; TRUSTEE | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 949-662-2224 |
| — | — | 1 | 949-438-2624 |
| — | — | 1 | 949-662-2224 |
| — | — | 1 | 949-438-2624 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286019/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286019/similar
- Related entities: https://search.stillhousedata.com/firm/286019/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286019

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.