Strategic Investment Management, LLC

RIASEC Registered

Total AUM

$35.5B

Discretionary

$34.1B

96% of AUM

Avg account

$408M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Arlington, Virginia
CRD number: 104862
Registered since: April 1, 1988
Website: www.strategicgroup.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans49.23%
Charitable Organizations36.91%
Pooled Investment Vehicles8.97%
Corporations / Businesses3.72%
HNWI1.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Strategic Investment Management, LLC is a multi-strategy investment manager and fund sponsor that operates across hedge funds, private equity, real estate and other pooled vehicles. The firm is SEC-registered (first registered in 1988) and reports an institutional client base. It serves as an adviser and operator of pooled investment vehicles, and its activities include portfolio management for individuals, businesses and pooled vehicles, selection of other advisers, and pension consulting services. The organization also performs CPO/CTA functions and acts in sponsor and general partner roles for pooled vehicles. Fee arrangements include asset-based fees, fixed fees and performance-based compensation. Ownership is reported as a mix of a domestic entity and individual ownership.