Director · Strategic Investment Management, LLC
Graham Kellan
CRD 7980995 · Named on Form ADV at one SEC-registered adviser
At a glance
Strategic Investment Management, LLC, an SEC-registered asset manager based in Arlington, VA with $35.5 billion in regulatory assets, lists Graham Kellan on its Form ADV as Director, a control person.
Firms and roles
- Strategic Investment Management, LLCDirectorAsset manager · Arlington, VA · $36B in regulatory assets
AtlasMembers
Graham’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- 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 (7)
- 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
2 more people named with Graham on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Graham’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.