STRATEGIC INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 1988

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 an SEC-registered investment manager organized as an LLC and operating since 1988. The firm describes itself as a multifaceted fund manager that acts as a sponsor and general partner for pooled vehicles and also provides outsourced advisory services. Its primary client base is institutional, and its advisory scope includes portfolio management for individuals/small businesses, pooled investment vehicles, businesses and institutions, pension consulting, and selection of other advisers. The firm also lists CPO/CTA activity on its profile and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Strategic Investment Management does not identify as an active ESG investor.