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Strategic Investment Management, LLC

● SEC registered since 1988CRD 104862SEC# 801-31849Arlington, VA
Export (members)
Ranks #374 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$35.51B
Fund GAV
$11.59B
Private funds
26
Employees
94
Accounts
87
Location
Arlington, VA

Strategic Investment Management, LLC assets under management

Strategic Investment Management, LLC operates as an SEC-registered investment adviser based in Arlington, VA. The firm has been registered since 1988. It reports $35.5 billion in regulatory assets under management and employs 94 people. Strategic Investment Management, LLC manages 26 private funds with combined gross assets of $11.6 billion, including Strategic Funds SPC. By regulatory assets, it ranks 374 of 6,004 private fund managers.

Strategic Investment Management, LLC private funds

26 funds · $11.59B GAV
FundTypeGross assetsMin.
Strategic Funds SPCHedge$2.27B$1M
Strategic U.S. Equity TrustOther Private$2.04B$1M
Strategic Portfolios (restricted) Limited SPCHedge$1.81B$1M
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Strategic Investment Management, LLC owners & executives

28 reported
NameTitleOwnershipSince
Dierk Allen Flemming ControlGeneral Counsel And DirectorUnder 5%2025
Evelyn Victoria Exley Guernsey ControlDirectorUnder 5%2020
Graham Kellan ControlDirectorUnder 5%2024
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Frequently asked questions

How much does Strategic Investment Management, LLC manage?

Strategic Investment Management, LLC reports $35.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Strategic Investment Management, LLC manage?

Strategic Investment Management, LLC manages 26 private funds with combined gross assets of $11.6 billion.

How many employees does Strategic Investment Management, LLC have?

Strategic Investment Management, LLC reports 94 employees.

Where is Strategic Investment Management, LLC located?

Strategic Investment Management, LLC is based in Arlington, VA and has been SEC-registered since 1988.

Does Strategic Investment Management, LLC disclose fund performance?

Strategic Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 19th St. N.,16th Fl., Arlington, VA 22209-1722
Phone703-243-4433
Fax703-243-2266
Office hours9:00 a.m. To 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK846633
Discloses disciplinary historyNo

Regulatory AUM

$35.51B▲ 20%
Mar '25 — $29.67BApr '25 — $29.67BMay '25 — $29.67BJun '25 — $29.67BJul '25 — $29.67BAug '25 — $29.67BSep '25 — $29.67BOct '25 — $29.67BNov '25 — $29.67BDec '25 — $29.67BJan '26 — $29.67BFeb '26 — $29.67BMar '26 — $35.51BApr '26 — $35.51BMay '26 — $35.51BJun '26 — $35.51B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
AUM vs fund managersTop 6%
Larger than 94% of 6,004 private-fund managers
Number of fundsTop 9%
More funds than 91% of fund managers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$35.51Bregulatory AUM
Discretionary $34.12BNon-discretionary $1.4B

Fund type mix

Private Equity12
Other Private8
Hedge4
Real Estate2

Service providers