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Sipco

Strategic Investment Partners LLC is a RIA based in San Antonio, TX with $46M in AUM and with 5 advisors nationwide.

Advisors (3)

Name Start Date
Paul Macnamara Jan 2009
Timothy Joseph Mcintosh Jan 2009
Terry Lee Langston Aug 2012
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

$73.2M
Total Assets
581
Accounts
$126.0K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Timothy Joseph Mcintosh CIO, CCO 09/01/1997
Paul Macnamara CEO 12/01/2012
Terry Lee Langston Director of Marketing 04/01/2012

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Address:
1100 NE Loop 410
San Antonio , TX 78209
Phone Number: 210-745-2700
Other Offices Address City State Zip
10300 49th St N Suite 133 Clearwater FL 33762
1760 Eliza Way Mechanicsburg PA 17050

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees
  • Other: CONTRACTED RATE OR MINIMUM QUARTERLY FEE