STRATEGIC FORESIGHT INVESTMENTS LLC
Legal name: STRATFI
CRD #164744 SEC #801-134073 WILMINGTON, DE 302-884-6742
SEC Registered
Total AUM
$104.5M
Discretionary
$104.5M
Employees
4
Clients
0
Accounts
275
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEE, JAMES, HAROLD | I | FOUNDER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (3)
CA DE TX
Address
1201 N. ORANGESUITE 742
WILMINGTON, DE 19801
United States
Phone: 302-884-6742