Strategic Investment Management
Asset Manager SEC-registered adviser
Legal name: Strategic Investment Management, LLC
AUM
$35.5B
Regulatory AUM
Private funds
26
Private Equity 12 · Other 8 · Hedge Fund 4 · Real Estate 2
Private fund assets
$9.0B
Gross asset value
Employees
94
Last Form D raise
Mar 2026
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(8)
Owners and executive officers named on the firm's SEC Form ADV.
D
E
E
G
M
N
R
W
Funds(26)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Strategic Funds Spc | Hedge Fund | $2.3B | $2.3B | 30 | Mar 2026 | Warm |
| Strategic U.S. Equity Trust | Other | $2.0B | $2.0B | 35 | Mar 2026 | Warm |
| Strategic Portfolios (restricted) Limited Spc | Hedge Fund | $1.8B | $1.8B | 12 | Mar 2026 | Warm |
| Strategic Developed Markets Ex-U.s. Equity Trust | Other | $1.3B | $1.3B | 37 | Mar 2026 | Warm |
| Strategic U.S. Equity Extended Fund, L.P. | Other | $707.3M | $685.3M | 7 | Mar 2026 | Warm |
| Strategic Global Equity Trust | Other | $675.3M | $671.3M | 35 | Mar 2026 | Warm |
| Strategic Emerging Markets Equity Trust | Other | $615.0M | $585.9M | 37 | Mar 2026 | Warm |
| Strategic Hedge Fund Onshore Trust | Hedge Fund | $308.7M | $308.4M | 9 | Mar 2026 | Warm |
| Strategic Non-Core Emerging Markets Equity Trust | Other | $302.4M | $295.8M | 10 | Mar 2026 | Warm |
| Strategic Institutional Funds Spc | Hedge Fund | $275.6M | $275.6M | 3 | Mar 2026 | Warm |
| Strategic Global Balanced Trust | Other | $87.3M | $86.7M | 16 | Mar 2026 | Warm |
| Strategic Pathway Trust | Other | $32.2M | $30.5M | 3 | Mar 2026 | Warm |
| Sbs-4, A Series of Strategic Buyout Series Fund, L.P. | Private Equity | $43.4M | $404.0M | 37 | Jan 2026 | Warm |
| Srs-2, A Series of Strategic Real Estate Series Fund, L.P. | Real Estate | $8.8M | $213.7M | 23 | Jan 2026 | Warm |
| Sbs-2026, A Series of Strategic Buyout Series Fund, L.P. | Private Equity | — | $385.1M | 26 | Dec 2025 | Warm |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 104862
- SEC file number
- 801-31849
- CIK
- 846633
Sources
- SEC Form ADV Oct 14, 2026