OCIO Intelligence
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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.

Direct Owners & Executives

Source: Form ADV
Melissa Lynn LynchChief Compliance Officer
Reported since
01/2006
Type
Individual
Control person
No
Ownership
Less than 5%
Llc Nush Ii BlcMember
Reported since
07/2012
Type
Domestic entity
Control person
Yes
Ownership
25% but less than 50%
Nicole Wellmann KrausChief Executive Officer And Director
Reported since
07/2024
Type
Individual
Control person
Yes
Ownership
Less than 5%
Northill Us Holdings Ii Inc.Member
Reported since
02/2019
Type
Domestic entity
Control person
Yes
Ownership
25% but less than 50%
Evelyn Victoria Exley GuernseyDirector
Reported since
06/2020
Type
Individual
Control person
Yes
Ownership
Less than 5%
Ranjani KearsleyDirector
Reported since
06/2021
Type
Individual
Control person
Yes
Ownership
Less than 5%
William Murchie RiegelDirector
Reported since
06/2022
Type
Individual
Control person
Yes
Ownership
Less than 5%
Markus Maximilian KrygierCo-Chief Investment Officer And Director
Reported since
02/2023
Type
Individual
Control person
Yes
Ownership
Less than 5%
Graham KellanDirector
Reported since
08/2024
Type
Individual
Control person
Yes
Ownership
Less than 5%
Dierk Allen FlemmingGeneral Counsel And Director
Reported since
06/2025
Type
Individual
Control person
Yes
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
Lp Northill Jersey Holdings

FE

EntityNORTHILL US HOLDINGS II INC.StatusOWNERReported since02/2019Ownership75% or moreControl personYes
Northill Capital (Jersey) L.P.

FE

EntityNORTHILL JERSEY HOLDINGS, LPStatusLIMITED PARTNERReported since01/2011Ownership25% but less than 50%Control personYes
B-Flexion Am Holdings Limited

FE

EntityNORTHILL JERSEY HOLDINGS, LPStatusGENERAL PARTNERReported since06/2012OwnershipOther (general partner, trustee, or elected manager)Control personYes
B-Flexion Am Holdings Limited

FE

EntityNORTHILL CAPITAL (JERSEY) L.P.StatusGENERAL PARTNERReported since06/2012OwnershipOther (general partner, trustee, or elected manager)Control personYes
Northill Invest Lp

FE

EntityNORTHILL CAPITAL (JERSEY) L.P.StatusLIMITED PARTNERReported since11/2015Ownership75% or moreControl personYes
B-Flexion Gp Limited

FE

EntityNORTHILL INVEST LPStatusGENERAL PARTNERReported since11/2015OwnershipOther (general partner, trustee, or elected manager)Control personYes
Landmark Lp

FE

EntityNORTHILL INVEST LPStatusLIMITED PARTNERReported since11/2015Ownership75% or moreControl personYes
Ernesto Silvio Maurizio Bertarelli

Individual

EntityLANDMARK LPStatusLIMITED PARTNERReported since01/2011Ownership50% but less than 75%Control personYes
Donata Guichard-Bertarelli

Individual

EntityLANDMARK LPStatusLIMITED PARTNERReported since01/2011Ownership25% but less than 50%Control personYes
Lm (Gp) Ltd

FE

EntityLANDMARK LPStatusGENERAL PARTNERReported since11/2008OwnershipOther (general partner, trustee, or elected manager)Control personYes
Northill Us Holdings Ii Inc.

Domestic entity

EntityNUSH II BLC, LLCStatusOWNERReported since02/2019Ownership75% or moreControl personYes
Bertarelli Partners Ltd.

FE

EntityLM (GP) LTDStatusOWNERReported since06/2020Ownership75% or moreControl personYes
B-Flexion Holdings (Switzerland) Sa

FE

EntityB-FLEXION AM HOLDINGS LIMITEDStatusOWNERReported since06/2020Ownership75% or moreControl personYes
B-Flexion Holdings (Switzerland) Sa

FE

EntityB-FLEXION GP LIMITEDStatusOWNERReported since06/2020Ownership75% or moreControl personYes
B-Flexion Group Holdings Sa

FE

EntityB-FLEXION HOLDINGS SAStatusOWNERReported since06/2024Ownership75% or moreControl personYes
Ernesto Silvio Maurizio Bertarelli

Individual

EntityBERTARELLI PARTNERS LTD.StatusOWNERReported since08/2023Ownership75% or moreControl personYes
Ernesto Silvio Maurizio Bertarelli

Individual

EntityB-FLEXION GROUP HOLDINGS SAStatusOWNERReported since08/2023Ownership75% or moreControl personYes
B-Flexion Holdings Sa

FE

EntityB-FLEXION HOLDINGS (SWITZERLAND) SAStatusOWNERReported since06/2024Ownership75% or moreControl personYes

Owners & Executives

Source: Form ADV
ML
Melissa Lynn Lynch

Chief Compliance Officer

NW
Nicole Wellmann Kraus

Chief Executive Officer And Director

EV
Evelyn Victoria Exley Guernsey

Director

RK
Ranjani Kearsley

Director

WM
William Murchie Riegel

Director

MM
Markus Maximilian Krygier

Co-Chief Investment Officer And Director

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives10

Indirect ownership records18

Regulatory statusSEC registered investment adviser

SEC registration dateApr 1, 1988

CRD number104862