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Strategic Point Investment Advisors LLC

● SEC registered since 2002CRD 124636SEC# 801-61711Providence, RI
Export (members)
Reg. AUM
$806.4M
Employees
12
Accounts
1,963
Location
Providence, RI

Strategic Point Investment Advisors LLC assets under management

Strategic Point Investment Advisors LLC is an SEC-registered investment adviser based in Providence, RI. The firm has been registered since 2002. It reports $806.4 million in regulatory assets under management and employs 12 people.

Strategic Point Investment Advisors LLC owners & executives

16 reported
NameTitleOwnershipSince
Andrea Regina Felice ControlChief Financial OfficerUnder 5%2009
Derek Michael Amey ControlManaging Partner, Chief Investment OfficerUnder 5%2023
Derek Michael Amey ControlCo-Chief Investment OfficerUnder 5%2022
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Frequently asked questions

How much does Strategic Point Investment Advisors LLC manage?

Strategic Point Investment Advisors LLC reports $806.4 million in regulatory assets under management on its Form ADV.

How many employees does Strategic Point Investment Advisors LLC have?

Strategic Point Investment Advisors LLC reports 12 employees.

Where is Strategic Point Investment Advisors LLC located?

Strategic Point Investment Advisors LLC is based in Providence, RI and has been SEC-registered since 2002.

Does Strategic Point Investment Advisors LLC disclose fund performance?

Strategic Point Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address294 West Exchange Street, Providence, RI 02903-1004
Phone401-273-1500
Fax401-273-8987
Office hours8:30 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$806.4M
Non-discretionary$0
Total (RAUM)$806.4M