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Strategic Finance, LLC

Strategic Finance Inc. is a state-registered investment adviser in Clackamas, OR. The firm manages approximately $4 million in regulatory assets.

Strategic Finance, LLC

Strategic Finance Inc. is a state-registered investment adviser in Clackamas, OR. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

1998

Location

Region

North America

Country

United States

City

Clackamas

Corporate office

Chicago, IL, United States

Principals

John K. Schmidt

Founder & CEO

Sector focus

Financial EconomicsLitigation EconomicsBusiness ValuationAgricultural & Environmental Economics

Frequently asked questions

How does Strategic Finance source its deal flow?

The firm accesses transactions through a regional network of commercial mortgage brokers, business intermediaries, and legal and accounting firms in the Midwest. Strategic Finance does not operate as a bank, so it competes for deals based on speed of execution and structuring flexibility rather than the lowest rate. Its presence in the Chicago market since 1999 means repeat borrowers and professional intermediaries represent a significant portion of new assignments.

What is Strategic Finance Inc.'s position on buying syndicated or broadly marketed loans?

Strategic Finance targets loans it can originate, structure, and hold directly. It is not a participant in broadly syndicated loan markets or CLO primary issuance. The firm's model depends on controlling the documentation and relationship, which makes secondary loan purchases relatively rare and limited to select whole-loan acquisitions or off-market structured credit positions where it can diligence the underlying collateral directly.

What commercial real estate asset types does Strategic Finance typically lend against?

The firm's real estate credit practice concentrates on income-producing commercial assets requiring bridge capital or transitional financing, including industrial and logistics properties, multi-tenant suburban office, and select retail. Strategic Finance has historically avoided ground-up construction loans, preferring existing cash-flowing collateral where the financing gap is driven by a lease-up or repositioning timeline rather than permitting or development risk.

Profile maintained by 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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