{ "crd_number": 104862, "slug": "strategic-investment-management-llc-arlington-va-104862", "primary_business_name": "STRATEGIC INVESTMENT MANAGEMENT, LLC", "legal_name": "STRATEGIC INVESTMENT MANAGEMENT, LLC", "dbas": [ "STRATEGIC ALPHA, INC.", "STRATEGIC INVESTMENT GROUP", "STRATEGIC PRIVATE EQUITY MANAGEMENT (GP), LLC", "STRATEGIC PRIVATE EQUITY MANAGEMENT IV, LLC" ], "city": "Arlington", "state": "VA", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1988-04-01", "years_registered": 38, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 35512226350.0, "raum_discretionary": 34116044318.0, "raum_non_discretionary": 1396182032.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 94, "advisory_employees": 42, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 13108943741.0, "count": 34 }, "pension_profit_sharing": { "raum": 17483574247.0, "count": 20 }, "high_net_worth_individuals": { "raum": 412976560.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 3184589718.0, "count": 28 }, "corporations_other_businesses": { "raum": 1322142084.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "pension_consulting", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "VA" ], "websites": [ "https://facebook.com/STRATEGICINVESTMENTGROUP", "https://linkedin.com/company/strategic-investment-group", "https://ocio.com", "https://ocio.org", "https://strategicgroup.com", "https://strategicportfoliomanagement.com", "https://twitter.com/STRATEGICINVGRP" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104862", "city_as_filed": "ARLINGTON", "url": "https://advisorcensus.com/firm/strategic-investment-management-llc-arlington-va-104862", "display_name": "Strategic Investment Management, LLC", "summary": "Strategic Investment Management, LLC is an SEC-registered investment advisory firm in Arlington, VA, registered since 1988, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Strategic Investment Management, LLC (CRD 104862): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Strategic Investment Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Strategic Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Strategic Investment Management, LLC located?", "a": "Strategic Investment Management, LLC's principal office is in Arlington, VA, according to its Form ADV." }, { "q": "Is Strategic Investment Management, LLC registered with the SEC or a state?", "a": "Strategic Investment Management, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 104862." }, { "q": "How much does Strategic Investment Management, LLC manage?", "a": "Strategic Investment Management, LLC reports $35,512,226,350 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary)." }, { "q": "How have Strategic Investment Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Strategic Investment Management, LLC: Regulatory assets under management: $28,644,474,489 in the October 2021 data and $35,512,226,350 in the October 2026 data, up 24%. Total employees: 104 in October 2021 and 94 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Strategic Investment Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: charitable organizations (34); pooled investment vehicles (other than investment companies and business development companies) (28); pension and profit sharing plans (but not the plan participants or government pension plans) (20)." }, { "q": "Which custodians does Strategic Investment Management, LLC use?", "a": "Strategic Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Asset Servicing and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Strategic Investment Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104862" }, { "q": "What changed in Strategic Investment Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 38 to 42. Regulatory assets under management went from $29,667,620,652 to $35,512,226,350 (+20%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 28644474489.0, "total_employees": 104, "filing_date": "2021-09-28" }, { "period": "2022-10-01", "regulatory_assets_under_management": 28667419969.0, "total_employees": 106, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 24901888467.0, "total_employees": 105, "filing_date": "2023-09-27" }, { "period": "2024-10-01", "regulatory_assets_under_management": 26988658396.0, "total_employees": 99, "filing_date": "2024-09-24" }, { "period": "2025-10-01", "regulatory_assets_under_management": 29667620652.0, "total_employees": 95, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 35512226350.0, "total_employees": 94, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 38 to 42.", "Regulatory assets under management went from $29,667,620,652 to $35,512,226,350 (+20%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "BNY Mellon Asset Servicing", "name_as_filed": "BNY MELLON ASSET SERVICING", "affiliated": false }, { "name": "The Northern Trust Company", "name_as_filed": "THE NORTHERN TRUST COMPANY", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/strategic-investment-management-llc-arlington-va-104862.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": 412976560.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 28, "fewer_than_5": false, "raum": 3184589718.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 20, "fewer_than_5": false, "raum": 17483574247.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 34, "fewer_than_5": false, "raum": 13108943741.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 1322142084.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104862", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }