Strategic Investment Management LLC

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Assets, Funds, Holdings

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Strategic Investment Management LLC
CRD #104862
SEC #801-31849
CIK #846633
AUM $38.4 BB (60% Disc, 82% US)
Employees96 (42% Investors, 0% Brokers)
Phone703-243-4433
Address1001 19th St N,16Th Fl
Arlington, VA 22209-1722
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
45362718902000200620132020
Sector Holding Cap ($MM) Value ($MM)
IEFA305.5
IWD300.2
SPY237.3
IEMG185.1
LQD91.4
EMB75.3
HYG38.0
IVV34.6
IWM6.7
Holdings by Sector ($)
1.31.00.80.50.30.02012201420162019
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Strategic Emerging Markets Equity Trust [2019-01-14] 324.4 0.0
HF Strategic Funds SPC [2018-03-12] 993.8 996.3
Other Strategic Global Balanced Institutional Trust I [2018-03-12] 327.7 330.1
Other Strategic Global Balanced Trust [2018-03-12] 65.8 69.3
HF Strategic Hedge Fund Onshore Trust [2018-03-12] 65.7 66.0
HF Strategic Institutional Funds SPC [2018-03-12] 92.9 92.9
Other Strategic Non-Core Emerging Markets Equity Trust [2018-03-12] 147.7 147.9
PE Strategic Private Equity Fund V LP [2018-03-12] 553.9 19.9
Other Strategic Active Credit Trust [2018-03-08] 367.3 367.6
Other Strategic Developed Markets Ex-Us Equity Trust [2018-03-08] 567.6 678.8
View All
Fund Directors # Filings # Firms 2011 - 2020
Michael McDonald 36 23
Eric Andersen 13 9
Stephen Mandella 12 2
Brian Murdock 11 1
Kenneth Grossfield 11 1
Michael Duffy 3 1
Mary Choksi 3 1
Carol Grefenstette 3 1
Hilda Ochoabrillembourg 3 1
Kendall Rose 2 1
Comparable Firms State AUM ($BB)
Fort Washington Investment Advisors Inc
OH 52.4
TCW Asset Management Company LLC
CA 42.6
Guggenheim Investment Management LLC
NY 32.7
BTG Pactual Asset Management US LLC
NY 27.2
MIO Partners Inc
NY 26.2
William Blair & Company LLC
IL 25.2
Investure LLC
VA 24.6
Select Equity Group LP
NY 23.4
SCS Capital Management LLC
MA 21.1
Hirtle Callaghan & Co LLC
PA 20.8
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