Strategic Point Investment Advisors LLC
● SEC registered since 2002CRD 124636SEC# 801-61711Providence, RI
Reg. AUM
$914.8M
Employees
12
Accounts
1,934
Location
Providence, RI
Strategic Point Investment Advisors LLC assets under management
Strategic Point Investment Advisors LLC is an SEC-registered investment adviser based in Providence, RI. The firm has been registered since 2002. It reports $914.8 million in regulatory assets under management and employs 12 people.
Strategic Point Investment Advisors LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Regina Felice Control | Chief Financial Officer | Under 5% | 2009 |
| Derek Michael Amey Control | Managing Partner, Chief Investment Officer | Under 5% | 2023 |
| Fi Services Holdings, LLC Control | Member | Over 75% | 2006 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Strategic Point Investment Advisors LLC manage?
Strategic Point Investment Advisors LLC reports $914.8 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Point Investment Advisors LLC have?
Strategic Point Investment Advisors LLC reports 12 employees.
Where is Strategic Point Investment Advisors LLC located?
Strategic Point Investment Advisors LLC is based in Providence, RI and has been SEC-registered since 2002.
Does Strategic Point Investment Advisors LLC disclose fund performance?
Strategic Point Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 294 West Exchange Street, Providence, RI 02903-1004 |
| Phone | 401-273-1500 |
| Fax | 401-273-8987 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$914.8M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$914.8Mregulatory AUM
Discretionary $914.8M