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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

STRATEGIC INVESTMENT PARTNERS, INC

CRD 104803

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9f701944-04dc-5fd1-6577-e092a56cce9e

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2012 to Jun 28, 2012
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2012-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Accounts: 0
SEC number: 801-30743
CRD: 104803
Filings on the tape: 1
First filed: Jun 28, 2012
Latest filed: Jun 28, 2012
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHOKSI, MARY, CLAIRE	VICE PRESIDENT, FOUNDING PARTNER AND DIRECTOR	B	yes	09/1987	Jun 28, 2012	Jun 28, 2012
DUFFY, MICHAEL, ANTHONY	SECRETARY, FOUNDING PARTNER AND DIRECTOR	B	yes	09/1987	Jun 28, 2012	Jun 28, 2012
GREFENSTETTE, CAROL, ANN	TREASURER, CHIEF FINANCIAL OFFICER, FOUNDING PARTNER AND DIRECTOR	B	yes	09/1987	Jun 28, 2012	Jun 28, 2012
OCHOA-BRILLEMBOURG, HILDA, MARGARITA	PRESIDENT, CHIEF EXECUTIVE OFFICER, FOUNDING PARTNER AND DIRECTOR	C	yes	09/1987	Jun 28, 2012	Jun 28, 2012
VANAGTMAEL, ANTOINE, WILLEM	FOUNDING PARTNER AND DIRECTOR	B	yes	09/1987	Jun 28, 2012	Jun 28, 2012
GROSSFIELD, KENNETH, IAN	GENERAL COUNSEL	Na	no	02/1998	Jun 28, 2012	Jun 28, 2012
LYNCH, MELISSA, LYNN	CHIEF COMPLIANCE OFFICER	Na	no	01/2006	Jun 28, 2012	Jun 28, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
STRATEGIC INVESTMENT MANAGEMENT, L.P.	n/a	Institutional manager	$36B	Y	yes	n/a
STRATEGIC FIXED INCOME LLC	n/a	Former SEC adviser	$2.4B	Y	no	n/a
STUX CAPITAL MANAGEMENT, LLC	n/a	Former SEC adviser	$847M	Y	no	n/a
QUOTIENT INVESTORS, LLC	n/a	Former SEC adviser	$166M	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Jun 28, 2012	$0	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$0	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (4)

→ STRATEGIC INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ STRATEGIC FIXED INCOME LLCRegistered adviserother investment adviser, bank, control
factForm ADV
→ STUX CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, control
factForm ADV
→ QUOTIENT INVESTORS, LLCRegistered adviserother investment adviser, control
factForm ADV

Controls (5)

← DUFFY, MICHAEL, ANTHONYOwnerSECRETARY, FOUNDING PARTNER AND DIRECTOR, ownership code B, individual
Jun 28, 2012 to presentfactForm ADV
← OCHOA-BRILLEMBOURG, HILDA, MARGARITAOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER, FOUNDING PARTNER AND DIRECTOR, ownership code C, individual
Jun 28, 2012 to presentfactForm ADV
← CHOKSI, MARY, CLAIREOwnerVICE PRESIDENT, FOUNDING PARTNER AND DIRECTOR, ownership code B, individual
Jun 28, 2012 to presentfactForm ADV
← VANAGTMAEL, ANTOINE, WILLEMOwnerFOUNDING PARTNER AND DIRECTOR, ownership code B, individual
Jun 28, 2012 to presentfactForm ADV
← GREFENSTETTE, CAROL, ANNOwnerTREASURER, CHIEF FINANCIAL OFFICER, FOUNDING PARTNER AND DIRECTOR, ownership code B, individual
Jun 28, 2012 to presentfactForm ADV

Owns (2)

← GROSSFIELD, KENNETH, IANOwnerGENERAL COUNSEL, ownership code NA, individual
Jun 28, 2012 to presentfactForm ADV
← LYNCH, MELISSA, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 28, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f701944-04dc-5fd1-6577-e092a56cce9e
First observed: Jun 28, 2012
Last observed: Jun 28, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STRATEGIC INVESTMENT PARTNERS, INC

CRD 104803

ARLINGTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9f701944-04dc-5fd1-6577-e092a56cce9e

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:22 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHOKSI, MARY, CLAIRE

VICE PRESIDENT, FOUNDING PARTNER AND DIRECTOR

yes

09/1987

Jun 28, 2012

DUFFY, MICHAEL, ANTHONY

SECRETARY, FOUNDING PARTNER AND DIRECTOR

yes

09/1987

Jun 28, 2012

GREFENSTETTE, CAROL, ANN

TREASURER, CHIEF FINANCIAL OFFICER, FOUNDING PARTNER AND DIRECTOR

yes

09/1987

Jun 28, 2012

OCHOA-BRILLEMBOURG, HILDA, MARGARITA

PRESIDENT, CHIEF EXECUTIVE OFFICER, FOUNDING PARTNER AND DIRECTOR

yes

09/1987

Jun 28, 2012

VANAGTMAEL, ANTOINE, WILLEM

FOUNDING PARTNER AND DIRECTOR

yes

09/1987

Jun 28, 2012

GROSSFIELD, KENNETH, IAN

GENERAL COUNSEL

02/1998

Jun 28, 2012

LYNCH, MELISSA, LYNN

CHIEF COMPLIANCE OFFICER

01/2006

Jun 28, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

STRATEGIC INVESTMENT MANAGEMENT, L.P.

n/a

Institutional manager

$36B

yes

n/a

STRATEGIC FIXED INCOME LLC

n/a

Former SEC adviser

$2.4B

n/a

STUX CAPITAL MANAGEMENT, LLC

n/a

Former SEC adviser

$847M

n/a

QUOTIENT INVESTORS, LLC

n/a

Former SEC adviser

$166M

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Jun 28, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

n/a