# Ethos Strategic Investments

Ethos Strategic Investments is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** $500M–$1B (Altss estimate)
- **Website:** ethos-investments.com
- **LinkedIn:** https://www.linkedin.com/company/ethos-strategic-investments

## Regulatory record

- **CRD number:** 331831
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331831

## About

ETHOS STRATEGIC INVESTMENTS is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Equity
- Business Services
- Consumer & Retail
- Manufacturing
- Food & Beverage
- Healthcare Services
- Franchising

## People

- David S. Lobel — Founder

## Questions

### Who runs investment decisions at Ethos Strategic Investments?

David S. Lobel makes all material investment decisions. He is the founder of Sentinel Capital Partners and built that firm into a $10 billion-plus mid-market buyout platform over 30 years. Ethos operates with no external investment committee — Lobel personally diligences and approves every commitment.

### Does Ethos participate in fund commitments or only direct deals?

Both. Ethos makes direct equity investments in operating companies and selective limited-partner commitments to small, often first-time private equity funds. This dual approach lets Lobel access deal flow through GP relationships while maintaining a concentrated portfolio of directly owned businesses.

## Related profiles

- [Ethos Financial Group](https://altss.com/profile/ethos-financial-group-llc)
- [Eureka Wealth Solutions](https://altss.com/profile/eureka-wealth-solutions)

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Last updated: 2026-08-10T23:49:37.812Z

Canonical page: https://altss.com/profile/ethos-strategic-investments

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