Updated:
Strategic Financial Partners
Strategic Financial Partners is an SEC-registered investment adviser in Keizer, OR, registered since 2012. The firm manages approximately $321 million in...
Strategic Financial Partners
Strategic Financial Partners is an SEC-registered investment adviser in Keizer, OR, registered since 2012. The firm manages approximately $321 million in regulatory assets. It has 7 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
2012
Location
Region
North America
Country
United States
City
Keizer
Corporate office
Colorado Springs, CO, United States
Sector focus
Frequently asked questions
Who makes investment decisions at Strategic Financial Partners?
The identity of the investment team at Strategic Financial Partners is not publicly disclosed. As a private family office, the firm's investment committee likely includes family members and hired professionals, but no names are available in public sources.
How does Strategic Financial Partners source deals?
The firm's deal-sourcing process is not public. Family offices like Strategic Financial Partners often rely on relationships with investment banks, placement agents, and co-investor networks to access private credit, real estate, hedge fund, and infrastructure opportunities.
Does Strategic Financial Partners invest in both direct deals and funds?
The firm's investment approach is not publicly detailed. However, the range of asset classes — private credit, real estate, hedge funds, and infrastructure — suggests the firm participates in a mix of direct investments and fund commitments, a common structure for multi-asset family offices.
What is the geographic focus of Strategic Financial Partners?
Strategic Financial Partners is based in Colorado Springs and appears to focus on opportunities in the United States. No international investment activity has been reported.
Where does the wealth managed by Strategic Financial Partners originate?
The source of wealth behind Strategic Financial Partners has not been publicly disclosed. The firm does not provide information on the family or business that seeded the family office.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: