PPrivate Fund Data Log in Join · $37/mo

Strategic Equity Management, Inc.

● SEC registered since 1998CRD 112142SEC# 801-55690Tucson, AZ
Export (members)
Reg. AUM
$920.5M
Employees
11
Accounts
4,108
Location
Tucson, AZ

Strategic Equity Management, Inc. assets under management

Strategic Equity Management, Inc. operates as an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 1998. It reports $920.5 million in regulatory assets under management and employs 11 people.
twitter.com/semwealthView on SEC.gov ↗

Strategic Equity Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Scott Hybiak ControlVice President/Secretary25-50%2017
Richard Chandler Gage ControlPresident/Chief Compliance Officer/Treasurer50-75%1992

Frequently asked questions

How much does Strategic Equity Management, Inc. manage?

Strategic Equity Management, Inc. reports $920.5 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Equity Management, Inc. have?

Strategic Equity Management, Inc. reports 11 employees.

Where is Strategic Equity Management, Inc. located?

Strategic Equity Management, Inc. is based in Tucson, AZ and has been SEC-registered since 1998.

Does Strategic Equity Management, Inc. disclose fund performance?

Strategic Equity Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7367 E. Tanque Verde Rd, Tucson, AZ 85715-3475
Phone520-749-4580
Fax866-720-3226
Office hours7 a.m. To 3 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1843578
Discloses disciplinary historyNo

Assets under management

Discretionary$725.7M
Non-discretionary$194.8M
Total (RAUM)$920.5M