# The Strategic Group

The Strategic Group is a Multi Family Office based in Boston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Dorado, Puerto Rico, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** www.thestrategicfunds.com.pr
- **LinkedIn:** https://www.linkedin.com/company/tsgpr

## Regulatory record

- **CRD number:** 114922
- **SEC file number:** 801-60513
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114922

## About

The Strategic Group is an SEC-registered investment adviser in Boston, MA, registered since 2001. It manages $2.8 billion in regulatory assets, with $3 million discretionary. The firm operates under these conditions.

## Sectors

- Private Credit
- Energy Transition & Renewables
- Hedge Funds
- Private Equity
- Real Estate
- Venture Capital

## People

- Marc X. LoPresti — Co-Founder
- Susan Blasberg — Certified Public Accountant
- Christopher Corcoran — Portfolio Management Consultant
- Andre Anderson — Head Energy Trader
- Hal Schoenfeld — Research & Development
- Sune Hojgaard Sorensen — Investment Professional

## Questions

### Who runs investment decisions at The Strategic Group?

Investment oversight is distributed across a small team of principals. Marc X. LoPresti, a co-founder of BattleFin Group, sets strategic direction. Andre Anderson runs the energy trading desk. Portfolio management consulting is provided by Christopher Corcoran, while Hal Schoenfeld and Sune Hojgaard Sorensen cover cross-asset research and portfolio construction. There is no publicly named CIO.

### Does The Strategic Group participate in fund commitments or only direct deals?

The firm targets direct, concentrated positions — systematic trading strategies, private equity buyouts, real assets, and digital assets. There is no public evidence of the firm committing as a limited partner to third-party funds. Its investment approach is described as rules-based and research-driven, with in-house traders executing on energy and crypto themes.

### Which sectors does The Strategic Group explicitly avoid?

The firm does not publish a restricted-sector list. Based on its disclosed strategy, it concentrates on energy, systematic trading, private equity, real estate, and crypto. Large-cap public equities and traditional fixed income appear absent from its stated focus, emphasizing alternative strategies instead.

### How does The Strategic Group source proprietary deal flow?

Marc LoPresti's co-founding role at BattleFin Group, an alternative data marketplace that secured $100 million in financing in 2021, provides a potential sourcing edge in quantitative signals and data-driven deal identification. The firm’s systematic trading desk, relocation to Puerto Rico under Act 20/22, and closed external-capital posture suggest a sourcing model built on direct relationships, alternative data, and tax-advantaged balance-sheet capital.

## Related profiles

- [The Sterling Group](https://altss.com/profile/the-sterling-group)
- [The Summit Group](https://altss.com/profile/the-summit-group)

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Last updated: 2026-07-06T01:24:27.035Z

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