Limited Partner · Strategic Investment Management, LLC
Donata Guichard-Bertarelli
CRD 6148540 · Named on Form ADV at 6 SEC-registered advisers
At a glance
Strategic Investment Management, LLC, an SEC-registered asset manager based in Arlington, VA with $35.5 billion in regulatory assets, lists Donata Guichard-Bertarelli on its Form ADV as Limited Partner, a control person. The SEC filings also name Donata at 5 other registered advisers.
Firms and roles
- Strategic Investment Management, LLCLimited PartnerAsset manager · Arlington, VA · $36B in regulatory assets
- Longview Partners LLPLimited PartnerPrivate fund adviser · London, United Kingdom · $12B in regulatory assets
- Longview Partners (guernsey) LimitedLimited PartnerPrivate fund adviser · St. Peter Port, Guernsey · $12B in regulatory assets
- Capital Four US Inc.Limited PartnerPrivate fund adviser · New York, NY · $2.6B in regulatory assets
- Securis Investment Partners LLPLimited PartnerPrivate fund adviser · London, United Kingdom · $2.3B in regulatory assets
- Vantage Infrastructure (USA) Inc.Limited PartnerPrivate fund adviser · New York, NY · $1.5B in regulatory assets
AtlasMembers
Donata’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 6 firmsLocked
- Control-person status
- 6 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (32)
- Melissa L. LynchChief Compliance Officer, Strategic Investment Management, LLC
- Nicole W. KrausChief Executive Officer and Director, Strategic Investment Management, LLC
- Evelyn V. GuernseyDirector, Strategic Investment Management, LLC
- Ranjani KearsleyDirector, Strategic Investment Management, LLC
- William M. RiegelDirector, Strategic Investment Management, LLC
27 more people named with Donata on the same filings, with titles and firms. Free in Atlas with a free account.
See all 32 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donata’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.