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 institutional registered investment adviser organized as a limited liability company and SEC-registered since 2010. The firm’s client focus is institutional — it provides portfolio management services for investment companies, pooled investment vehicles, and businesses or institutions. It also operates in a CPO/CTA capacity. Compensation is charged as a percentage of assets under management. The firm reports being an active ESG investor and is owned by an individual.