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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Equity Management Inc
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| CRD # | 112142 |
| SEC # | 801-55690 |
| CIK # | 0000932319, 0001843578, 0000932244 |
| AUM | $920.5 M (2025-03-28) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 520-749-4580 |
| Address | 7367 E Tanque Verde Rd Tucson, AZ 85715-3475 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 5.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,550 | 281.6 |
| (b) Individuals (high net worth individuals) | 460 | 459.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 177.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,108 | 920.5 |
| By Discretionary | ||
| Discretionary | 3,985 | 725.7 |
| Non-Discretionary | 123 | 194.8 |
| Total | 4,108 | 920.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 920.5 | |
| Total | 4,108 | 920.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0000932244] | |
| D | [0000932319] | |
| 13F-HR | [0001843578] |
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