Strategic Capital, Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $719M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Japan Up Unit Trust master | Hedge Fund | Cayman Islands | $719M | 45 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Steelworkers Of America, Afl Cio Clc Highway Contractors Multi Employer Pension Plan Board Of Trustees Of United Steelworkers Pension Trust Fund | 2024 | |
| Plumbers & Steamfitters Local No. 452 Pension Trust Fund Board Of Trustees Plumbers Local 452 Pension Trust Fund | 2024 | |
| Teamsters Local Union No. 727 Pension Plan Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan | 2024 | |
| Chicago Area Ib Of T Severance And Retirement Plan Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund | 2024 | |
| Chicago Area Ib Of T Pension Trust Fund Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund | Downers Grove, IL | 2024 |
| Teamsters Local 727 Trade Show 401(k) Plan Board Of Trustees Of Teamsters Local 727 | 2024 | |
| Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan Plumbers Local 8 Dc Plan | 2024 | |
| Structural Iron Workers Local #1 Annuity Plan Board Of Trustees Of Structural Iw Local #1 Annuity Plan | 2024 |
Private funds (1, $719M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Japan Up Unit Trust | Hedge Fund | $719M | $653K | 45 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Steelworkers Of America, Afl Cio Clc Highway Contractors Multi Employer Pension Plan | Board Of Trustees Of United Steelworkers Pension Trust Fund | 308 | $98.0M | 09/01/2024 |
| Plumbers & Steamfitters Local No. 452 Pension Trust Fund | Board Of Trustees Plumbers Local 452 Pension Trust Fund | 425 | $86.4M | 07/01/2024 |
| Teamsters Local Union No. 727 Pension Plan | Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan | 2,241 | $607M | 03/01/2024 |
| Chicago Area Ib Of T Severance And Retirement Plan | Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund | 1,423 | $54.9M | 02/01/2024 |
| Chicago Area Ib Of T Pension Trust Fund | Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund | 439 | $373M | 02/01/2024 |
| Teamsters Local 727 Trade Show 401(k) Plan | Board Of Trustees Of Teamsters Local 727 | 1,115 | $20.0M | 01/01/2024 |
| Plumbers & Gasfitters Local Union No. 8 Defined Contribution Plan | Plumbers Local 8 Dc Plan | 996 | $52.6M | 01/01/2024 |
| Structural Iron Workers Local #1 Annuity Plan | Board Of Trustees Of Structural Iw Local #1 Annuity Plan | 3,388 | $444M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 636 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗