STRATEGIC INCOME MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

Total AUM

$3.1B

Discretionary

$3.1B

100% of AUM

Avg account

$523M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 151956
Registered since: August 30, 2010
Website: www.sim-llc.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Investment Companies66.05%
Pooled Investment Vehicles14.19%
Sovereign Wealth Funds10.55%
State / Municipal Government6.72%
Insurance Companies2.48%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Strategic Income Management, LLC is an SEC-registered limited liability company that provides portfolio management services primarily to institutional clients. The firm charges fees based on a percentage of assets under management and lists CPO/CTA responsibilities alongside advisory work for investment companies, pooled investment vehicles, and businesses or institutions. Strategic Income Management identifies as an active ESG investor and reports an ownership structure classified as individual. The firm has been registered since 2010. Strategically, the firm tilts toward fixed-income management and operates with an institutional client focus rather than retail households. Its advisory scope includes managing pooled vehicles and investment-company mandates, which suggests capability running commingled funds or sub-advised products in addition to separate account management.