Strategic Investment Management, LLC

RIASEC RegisteredEst. 1988
Total AUM
$35.5B
Discretionary
$34.1B
96% of AUM
Avg account
$408M
Accounts
87
Employees
94
Advisory reps
8

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 that serves institutional clients and operates as a limited liability company founded in 1988. The firm functions across hedge fund, private equity, real estate and other pooled-vehicle strategies and also acts in commodity pool/CTA capacities. Its advisory services include portfolio management for individuals and pooled vehicles, pension consulting and the selection of sub-advisers. Compensation arrangements include percentage-of-AUM fees, fixed fees and performance-based fees. The firm does not present itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 55%, Derivatives 19%, US Government Bonds 16%, Cash & Cash Equivalents 4%, Exchange Traded Equities 3%, Public Funds/Mutual Funds 2%, Investment Grade Corp Bonds 1%55%
  • Private Funds55%
  • Derivatives19%
  • US Government Bonds16%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities3%

Owners & executives

2 of 2
  • Melissa Lynch

    Melissa Lynch

    Chief Compliance OfficerCRD 5119727

  • Markus Krygier

    Markus Krygier

    Co-Chief Investment OfficerCRD 6265837

Contacts

3 of 6
  • Nicole Kraus

    Nicole Kraus

    PresidentCRD 2518076

  • Graham Kellan

    DirectorCRD 7980995

  • Evelyn Guernsey

    Evelyn Guernsey

    Independent Board MemberCRD 2861310

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$298M in ETFs

Passive

100%

$298M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$105M152,67035.16%
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Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
1001 19th St N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth