Strategic Investment Management, LLC
Alpha Nasdaq OCIO Indices - ContributorARLINGTON, VA
Form ADV and provider website profile · CRD 104862 · regulatory data as of Mar 31, 2026
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.
$35.5BTotal Firm AUM
$34.1BDiscretionary AUM
$1.4BNon-discretionary AUM
87Total accounts
85Discretionary accounts
2Non-discretionary accounts
Client Mix by Firm AUM
$35.5BFirm AUM
Retirement Plans49.2%
Charities36.9%
Other Pooled Vehicles9.0%
Corporations3.7%
High-Net-Worth1.2%
Reported Client Types
Source: Form ADV client recordsRetirement Plans49.2%
20 clients$17.5B firm assets
Charities36.9%
34 clients$13.1B firm assets
Other Pooled Vehicles9.0%
28 clients$3.2B firm assets
Corporations3.7%
0 clients$1.3B firm assets
High-Net-Worth1.2%
0 clients$413M firm assets
Reported total82 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $17.5B | 20 | 49.2% |
| Charities | $13.1B | 34 | 36.9% |
| Other Pooled Vehicles | $3.2B | 28 | 9.0% |
| Corporations | $1.3B | 0 | 3.7% |
| High-Net-Worth | $413M | 0 | 1.2% |
| Reported total | $35.5B | 82 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…