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Strategic Investment Management, LLC logo

Strategic Investment Management, LLC

Alpha Nasdaq OCIO Indices - Contributor

ARLINGTON, VA

Form ADV and provider website profile · CRD 104862 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Strategic Investment Management, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$35.5BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
87Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$34.1BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$1.4BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameSTRATEGIC INVESTMENT MANAGEMENT, LLC

CRD number104862

Firm foundedNot reported

SEC registration dateApr 1, 1988

Employees94

Advisory professionals42

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

1001 19TH ST. N.,16TH FL., ARLINGTON, VA, 22209-1722

703-243-4433

https://strategicgroup.comLinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$35.5B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans49.2%$17.5B
Charities36.9%$13.1B
Other Pooled Vehicles9.0%$3.2B
Corporations3.7%$1.3B
High-Net-Worth1.2%$413M

Percentages and AUM are shown from the same reported Form ADV client-type records.