Strategic Investment Management
Strategic Investment Management is a private credit and private equity manager in Arlington, VA. It is registered with the SEC as an investment adviser with $35.5B in regulatory assets and 94 staff. It has 4 funds on file, the latest reported in April 2024.
Funds on file
4
Raised, all funds
$903.3M
Regulatory assets
$35.5B
Staff
94
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$35.5B
Employees94
Clients34 charities, 28 private funds and 20 pension plans.
Control personsErnesto, Silvio Maurizio Bertarelli, Kenneth, Ian Grossfield, Evelyn, Victoria Exley Guernsey, Donata Guichard-bertarelli, Lisa, L. Green Hall, Cyrus, David Jilla.
Private funds22 private funds holding $8B in gross assets.
Private funds it reports
FundTypeGross assets
Strategic Funds SPC
Hedge fund
$1.6B
Strategic Portfolios (restricted) Limited SPC
Hedge fund
$1.5B
Strategic Developed Markets Ex-u.s. Equity Trust
Other
$924.4M
Strategic U.S. Equity Trust
Other
$901.5M
Strategic Emerging Markets Equity Trust
Other
$631.9M
Strategic U.S. Equity Extended Fund
Other
$531.2M
Strategic Global Equity Trust
Other
$488.5M
Strategic Institutional Funds SPC
Hedge fund
$228.5M
Strategic Non-core Emerging Markets Equity Trust
Other
$179.7M
Strategic Private Equity Fund IV
Private equity
$176.8M
Strategic Hedge Fund Onshore Trust
Hedge fund
$167M
Strategic Global Balanced Trust
Other
$74.7M
SBS-1, A Series of Strategic Buyout Series Fund
Private equity
$36.8M
Strategic Pathway Trust
Other
$28M