# Strategic Investment Management, LLC

> 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.

- CRD: 104862
- Filed as: STRATEGIC INVESTMENT MANAGEMENT, LLC
- Also doing business as: STRATEGIC ALPHA, INC., STRATEGIC INVESTMENT GROUP, STRATEGIC PRIVATE EQUITY MANAGEMENT (GP), LLC, STRATEGIC PRIVATE EQUITY MANAGEMENT IV, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arlington, VA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104862
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-investment-management-llc-arlington-va-104862

## Quick answers

**How is Strategic Investment Management, LLC compensated?**
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.

**Where is Strategic Investment Management, LLC located?**
Strategic Investment Management, LLC's principal office is in Arlington, VA, according to its Form ADV.

**Is Strategic Investment Management, LLC registered with the SEC or a state?**
Strategic Investment Management, LLC is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 104862.

**How much does Strategic Investment Management, LLC manage?**
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).

**How have Strategic Investment Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Strategic Investment Management, LLC serve?**
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).

**Which custodians does Strategic Investment Management, LLC use?**
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.

**Does Strategic Investment Management, LLC report any disciplinary disclosures?**
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

**What changed in Strategic Investment Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Asset Servicing
- The Northern Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $35,512,226,350
- Discretionary: $34,116,044,318
- Non-discretionary: $1,396,182,032

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $412,976,560 |
| Pooled investment vehicles (other than investment companies and business development companies) | 28 | $3,184,589,718 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $17,483,574,247 |
| Charitable organizations | 34 | $13,108,943,741 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,322,142,084 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1988 (38 years)
- Employees: 94 total, 42 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ocio.com](https://ocio.com)
- [ocio.org](https://ocio.org)
- [strategicgroup.com](https://strategicgroup.com)
- [strategicportfoliomanagement.com](https://strategicportfoliomanagement.com)
- Facebook @STRATEGICINVESTMENTGROUP
- LinkedIn @strategic-investment-group
- X @STRATEGICINVGRP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $28,644,474,489 | 104 | September 28, 2021 |
| October 2022 | $28,667,419,969 | 106 | March 30, 2022 |
| October 2023 | $24,901,888,467 | 105 | September 27, 2023 |
| October 2024 | $26,988,658,396 | 99 | September 24, 2024 |
| October 2025 | $29,667,620,652 | 95 | March 31, 2025 |
| October 2026 | $35,512,226,350 | 94 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Investment Management, LLC (CRD 104862): Form ADV filing data as of October 2026.