RIA · CRD 293229SEC-Registered

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Strategic Investments & Insurance

STRATEGIC INVESTMENTS & INSURANCE is an SEC-registered investment adviser in Boca Raton, FL. The firm manages $13 million in regulatory assets, $138,501 on a...

Strategic Investments & Insurance

STRATEGIC INVESTMENTS & INSURANCE is an SEC-registered investment adviser in Boca Raton, FL. The firm manages $13 million in regulatory assets, $138,501 on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Strategic Investments & Insurance?

No named investment professionals or principals are publicly associated with Strategic Investments & Insurance. The firm does not maintain a public-facing website, LinkedIn profile, or media presence, so leadership remains confidential.

How does Strategic Investments & Insurance source proprietary deal flow?

Without public disclosures, the firm's deal sourcing cannot be confirmed. If it operates like other insurance-linked family offices, it may leverage insurance industry networks, direct underwriting relationships, or investment banks. However, no specific sourcing model is documented.

Is Strategic Investments & Insurance structured as a single family office or a multi-family office?

The firm's public posture — no website, no named clients, no fund vehicles — suggests a single-family office. Its name implies capital originated from one insurance-related fortune, but the exact structure is unverified.

Does Strategic Investments & Insurance participate in fund commitments or only direct deals?

No fund commitments or direct investments by this entity appear in public records. The firm may co-invest alongside insurance groups or family offices, but no evidence exists of either fund-of-funds or direct equity activity.

What investment stages does Strategic Investments & Insurance typically target?

With no disclosed portfolio or strategy, any stage specification would be speculation. The firm's name suggests a preference for strategic investments — potentially growth equity, buyouts, or real assets — but this is inferred from the name alone.

Which sectors does Strategic Investments & Insurance explicitly avoid?

The firm has issued no public statements on sector exclusions. Given the insurance background, it may be underweight in volatile sectors like early-stage tech or cryptocurrencies, but this is conjecture.

Where does the underlying wealth come from?

The firm's name indicates wealth from the insurance industry, likely a family that built capital through underwriting, reinsurance, or insurance brokerage. However, no specific family name, fortune source, or company affiliation is publicly known.

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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