STRATEGIC GLOBAL ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 286019). Regulatory assets under management: $3.0B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Other.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 949-662-2224 |
| — | — | 1 | 949-438-2624 |
| — | — | 1 | 949-662-2224 |
| — | — | 1 | 949-438-2624 |