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.
Regulatory Private Funds
Form ADV source26Reported private funds
12Private Equity
8Other
4Hedge Fund
Showing 26 of 26 reported funds.
| Fund | Type | Identifier | Fund of funds | Investment Company Act | Clients invested |
|---|---|---|---|---|---|
| SBS-1, A SERIES OF STRATEGIC BUYOUT SERIES FUND, L.P. | Private Equity | 805-7199207971 | Yes | Not reported | 25 |
| SBS-2, A SERIES OF STRATEGIC BUYOUT SERIES FUND, L.P. | Private Equity | 805-8909545324 | Yes | Not reported | 26 |
| SBS-2026, A SERIES OF STRATEGIC BUYOUT SERIES FUND, L.P. | Private Equity | 805-4334376205 | Yes | Not reported | 30 |
| SBS-3, A SERIES OF STRATEGIC BUYOUT SERIES FUND, L.P. | Private Equity | 805-2088940031 | Yes | Not reported | 31 |
| SBS-4, A SERIES OF STRATEGIC BUYOUT SERIES FUND, L.P. | Private Equity | 805-9890855046 | Yes | Not reported | 36 |
| SRS-1, A SERIES OF STRATEGIC REAL ESTATE SERIES FUND, L.P. | Real Estate | 805-2883837830 | Yes | Not reported | 20 |
| SRS-2, A SERIES OF STRATEGIC REAL ESTATE SERIES FUND, L.P. | Real Estate | 805-4009606066 | Yes | Not reported | 17 |
| STRATEGIC DEVELOPED MARKETS EX-U.S. EQUITY TRUSTNON-U.S. EQUITY | Other | 805-5036682651 | Yes | Yes | 39 |
| STRATEGIC EMERGING MARKETS EQUITY TRUSTNON-U.S. EQUITY | Other | 805-5023319538 | Yes | Not reported | 39 |
| STRATEGIC FUNDS SPC | Hedge Fund | 805-5904956396 | Yes | Not reported | 34 |
| STRATEGIC GLOBAL BALANCED TRUSTGLOBAL BALANCED | Other | 805-2376112902 | Yes | Not reported | 0 |
| STRATEGIC GLOBAL EQUITY TRUSTGLOBAL EQUITY | Other | 805-9979980461 | Yes | Not reported | 40 |
| STRATEGIC HEDGE FUND ONSHORE TRUST | Hedge Fund | 805-9161031616 | Yes | Not reported | 3 |
| STRATEGIC INSTITUTIONAL FUNDS SPC | Hedge Fund | 805-1582238995 | Yes | Not reported | 3 |
| STRATEGIC NON-CORE EMERGING MARKETS EQUITY TRUSTNON-U.S. EQUITY | Other | 805-5062988838 | Yes | Yes | 11 |
| STRATEGIC PATHWAY TRUSTU.S. EQUITY | Other | 805-4644364098 | Yes | Not reported | 2 |
| STRATEGIC PORTFOLIOS (RESTRICTED) LIMITED SPC | Hedge Fund | 805-1757040597 | Yes | Not reported | 14 |
| STRATEGIC PRIVATE EQUITY FUND IV, L.P. | Private Equity | 805-9198203561 | Yes | Not reported | 3 |
| STRATEGIC PRIVATE EQUITY FUND V, L.P. | Private Equity | 805-2073715433 | Yes | Yes | 13 |
| STRATEGIC U.S. EQUITY EXTENDED FUND, L.P.U.S. EQUITY | Other | 805-8547555946 | Yes | Not reported | 8 |
| STRATEGIC U.S. EQUITY TRUSTU.S. EQUITY | Other | 805-2955382547 | Yes | Not reported | 37 |
| SVS-1, A SERIES OF STRATEGIC VENTURE SERIES FUND, L.P. | Private Equity | 805-6252588678 | Yes | Not reported | 25 |
| SVS-2, A SERIES OF STRATEGIC VENTURE SERIES FUND, L.P. | Private Equity | 805-2055720658 | Yes | Not reported | 26 |
| SVS-2026, A SERIES OF STRATEGIC VENTURE SERIES FUND, L.P. | Private Equity | 805-8539861309 | Yes | Not reported | 0 |
| SVS-3, A SERIES OF STRATEGIC VENTURE SERIES FUND, L.P. | Private Equity | 805-3829728917 | Yes | Not reported | 31 |
| SVS-4, A SERIES OF STRATEGIC VENTURE SERIES FUND, L.P. | Private Equity | 805-6651544405 | Yes | Not reported | 36 |
A reported private fund is not necessarily used in OCIO client portfolios. The disclosure reflects the registered adviser’s Form ADV private-fund reporting.