# Strategic Finance, LLC

Strategic Finance, LLC is an Asset Manager based in Clackamas, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Clackamas, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** strategicfinance.com

## Regulatory record

- **CRD number:** 328828
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328828

## About

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.

## Sectors

- Financial Economics
- Litigation Economics
- Business Valuation
- Agricultural & Environmental Economics

## People

- John K. Schmidt — Founder & CEO

## 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.

## Related profiles

- [ESS Capital Services](https://altss.com/profile/ess-capital-services)
- [BAYHAWK CAPITAL LP](https://altss.com/profile/bayhawk-capital-lp)

---

Last updated: 2026-07-08T23:50:38.682Z

Canonical page: https://altss.com/profile/strategic-finance-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology