Strategic Fixed Income LLC (Arlington)

Name: Strategic Fixed Income LLC
Address: 1001 19 Th Street North, Arlington, VA, 22209
Telephone: 703-812-8300

Strategic Fixed Income LLC is a large advisory firm based in Arlington. It manages $2.41 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Strategic Fixed Income provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Fixed Income: assets under management

The assets under management (AUM) of Strategic Fixed Income LLC is $2.41 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Fixed Income LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strategic Fixed Income LLC

Kenneth Abraham Windheim has been acting as President since 1 Jun 1991. Patricia Maria Arcoleo joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Abraham Windheim	President/chief investment officer	1 Jun 1991	25% - 50%	4361481
Patricia Maria Arcoleo	Vice president/chief operating officer	1 Jun 1991	Other	4361490
Gobi Investment Inc.	Manager	1 Jun 1991	25% - 50%	52-1703120
Inc Strategic Investment Partners	Managing general partner of sim	1 Jun 1991	75% - 100%	104803
Gml Corporation	General partner of sim	1 Jun 1991	Other	52-1544824
Strategic Investment Management	Member	1 May 1998	50% - 75%	104862
L.P. Strategic Investment Management	Member	1 May 1998	50% - 75%	104862
Patricia Maria Arcoleo	Chief compliance officer	1 Apr 2004	Other	52-1729426

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Peter Getty	Shareholder	1 Nov 1987	25% - 50%	4339269
Marc Ernest Leland	Shareholder	1 Nov 1987	50% - 75%	4339272
Hilda Margarita Ochoa Brillembourg	President and director	1 Nov 1987	25% - 50%	2305853

Based in Arlington

The principal office where Strategic Fixed Income LLC performs its advisory services is located at 1001 19 Th Street North, Arlington, VA 22209, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-812-8300 or by fax 703-812-8080. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.strategicllc.com.