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Strat & Fi
Strat & Fi was established in 2000 by principals with backgrounds in real estate and financial advisory. The firm grew by serving entrepreneurial families...
Strat & Fi
Strat & Fi was established in 2000 by principals with backgrounds in real estate and financial advisory. The firm grew by serving entrepreneurial families seeking coordinated advice across legal, tax and investment matters. The firm allocates across private equity funds, direct real estate and multi-asset portfolios. It targets first-quartile private equity funds with minimum three-year track records and expected returns above 12 percent. Real estate activity centers on central Paris, the first ring and the Côte d'Azur, with club deals in hotels and residential assets. Confirmed investment types include direct co-investments, SPVs and private equity. Geographic focus remains Europe. Strat & Fi reports approximately 500 million euros in advised financial and real estate assets on its site. The firm maintains no disclosed additional offices. No verifiable operational events from the last 24 months appear in public sources. Its structural feature is the integration of wealth advisory with an affiliated real estate operator, Globalstone, which holds 75 percent market share in Parisian fiscal real estate transactions. This setup allows direct execution of property projects without external intermediaries.
General information
Firm type
Multi Family Office
Year founded
2000
AUM
750 (Altss estimate)
Location
Region
Europe
Country
France
City
Paris
Corporate office
7 rue Penthièvre, 75008 Paris, France
Principals
Guillaume Lange
Managing Partner
Charlotte Donahue
Associate Director / Managing Partner
Arnaud Bartholin
Managing Director
Philippe Alcaras
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Strat & Fi?
Guillaume Lange serves as Managing Partner. Charlotte Donahue, Arnaud Bartholin and Philippe Alcaras hold Managing Director or Associate Director roles. Investment selections follow the firm's integrated advisory process.
How does Strat & Fi source proprietary deal flow?
The firm sources real estate opportunities through its Globalstone partnership. Private equity access occurs via direct relationships with fund managers. No external aggregator data is referenced.
Does Strat & Fi participate in fund commitments or only direct deals?
The firm commits to private equity funds and structures direct co-investments and SPVs. Real estate activity includes both club deals and proprietary projects.
What investment stages does Strat & Fi typically target?
Private equity targets established funds with three-year track records. Real estate focuses on existing urban assets in core French markets rather than development.
Where does the underlying wealth come from?
Wealth originates from entrepreneurial activities in real estate investment and financial advisory services, per the firm's internal research record.
Does Strat & Fi maintain philanthropic structures?
No philanthropic vehicles or foundations are disclosed in available sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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