Contractor
Strategic Investment Group
8 customers • 25 returns • Latest tax year 2024 • Arlington, VA
Investment ServicesOCIO/Investment ManagerInvestment ManagementInvestment Advisory Servicesinvestment advisory servicesInvestment MgmtInvestment Banking Services
Customers
8
Returns
25
Total Compensation
$50,560,563
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| The Cleveland Clinic Foundation | 34-0714585 | 2 | 2015 | Investment Management | $21,667,405 |
| The Cleveland Clinic Foundation | 91-2153073 | 1 | 2015 | Investment Banking Services | $11,065,942 |
| YWCA Retirement Fund Inc | 13-1624231 | 6 | 2024 | OCIO/Investment Manager | $6,235,879 |
| Trustees of the College Of | 04-2103558 | 3 | 2023 | Investment Management | $6,172,498 |
| Indiana Biosciences Research Institute Inc | 46-2882271 | 7 | 2024 | Investment Services | $2,969,674 |
| Miss Porter'S School Inc | 06-0646786 | 4 | 2018 | Investment Advisory Services • investment advisory services | $1,934,434 |
| Rockefeller Family Fund Inc | 13-6257658 | 1 | 2020 | Investment Management | $382,460 |
| Mars Inc Voluntary Employees Beneficiary | 36-3768068 | 1 | 2019 | Investment Mgmt | $132,271 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | YWCA Retirement Fund Inc | 990 | OCIO/Investment Manager | 1001 Nineteenth Street North, Suite 100, Arlington, VA 22209 | $1,030,244 | View return |
| 2024 | Indiana Biosciences Research Institute Inc | 990 | Investment Services | 1001 Nineteenth Street North, 16th Floor, Arlington, VA 22209 | $452,026 | View return |
| 2023 | Trustees of the College Of | 990 | Investment Management | 1001 19TH ST NORTH 17TH FL, Arlington, VA 22209 | $2,344,155 | View return |
| 2023 | YWCA Retirement Fund Inc | 990 | OCIO/Investment Manager | 1001 Nineteenth Street North, Arlington, VA 22209 | $978,759 | View return |
| 2022 | Trustees of the College Of | 990 | Investment Management | 1001 19TH ST NORTH 17TH FL, Arlington, VA 22209 | $2,352,269 | View return |
| 2022 | YWCA Retirement Fund Inc | 990 | OCIO/Investment Manager | 1001 Nineteenth Street North, Suite 100, Arlington, VA 22209 | $1,016,729 | View return |
| 2022 | Indiana Biosciences Research Institute Inc | 990 | Investment Services | 1001 Nineteenth Street North, Arlington, VA 22209 | $488,733 | View return |
| 2021 | Trustees of the College Of | 990 | Investment Management | 1001 NINETEENTH ST N 17TH FL, Arlington, VA 22209 | $1,476,074 | View return |
| 2021 | YWCA Retirement Fund Inc | 990 | OCIO/Investment Manager | 1001 Nineteenth Street North, Suite 100, Arlington, VA 22209 | $1,053,870 | View return |
| 2021 | Indiana Biosciences Research Institute Inc | 990 | Investment Services | 1001 Nineteenth Street North, 16th Floor, Arlington, VA 22209, Hk | $512,691 | View return |
| 2020 | YWCA Retirement Fund Inc | 990 | OCIO/Investment Manager | 1001 Nineteenth Street North, Suite 100, Arlington, VA 22209 | $962,061 | View return |
| 2020 | Indiana Biosciences Research Institute Inc | 990 | Investment Services | 1001 Nineteenth Street North, 16th Floor, Arlington, VA 22209, Hk | $475,001 | View return |
| 2020 | Rockefeller Family Fund Inc | 990 | Investment Management | 1001 19TH ST NORTH 16TH FLOOR, Arlington, VA 22209 | $382,460 | View return |
| 2019 | YWCA Retirement Fund Inc | 990 | OCIO/Investment Manager | 1001 Nineteenth Street North, Suite 100, Arlington, VA 22209 | $1,194,216 | View return |
| 2019 | Indiana Biosciences Research Institute Inc | 990 | Investment Services | 1001 Nineteenth Street North, 16th Floor, Arlington, VA 22209 | $450,106 | View return |
| 2019 | Mars Inc Voluntary Employees Beneficiary | 990 | Investment Mgmt | 1001 19TH ST NORTH 16TH FLOOR, Arlington, VA 22209 | $132,271 | View return |
| 2018 | Indiana Biosciences Research Institute Inc | 990 | Investment Services | 1001 Nineteenth Street North, 16th Floor, Arlington, VA 22209, Gm | $323,999 | View return |
| 2018 | Miss Porter'S School Inc | 990 | Investment Advisory Services | 1001 19TH STREET N, Arlington, VA 22209 | $193,922 | View return |
| 2017 | Miss Porter'S School Inc | 990 | Investment Advisory Services | 1001 19TH STREET N, Arlington, VA 22209 | $629,638 | View return |
| 2017 | Indiana Biosciences Research Institute Inc | 990 | Investment Services | 1001 Nineteenth Street North, 16th Floor, Arlington, VA 22209, Gm | $267,118 | View return |
| 2016 | Miss Porter'S School Inc | 990 | investment advisory services | 1001 19th street n, arlington, VA 22209 | $620,386 | View return |
| 2015 | The Cleveland Clinic Foundation | 990 | Investment Banking Services | 1001 19TH ST N 16TH FLR, Arlington, VA 22209 | $11,065,942 | View return |
| 2015 | The Cleveland Clinic Foundation | 990 | Investment Management | 1001 19TH ST N 16TH FLR, Arlington, VA 22209 | $11,065,942 | View return |
| 2015 | Miss Porter'S School Inc | 990 | investment advisory services | 1001 19th street n, arlington, VA 22209 | $490,488 | View return |
| 2014 | The Cleveland Clinic Foundation | 990 | Investment Management | 1001 19TH ST N 16TH FLR, Arlington, VA 22209 | $10,601,463 | View return |