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STRATEGIC INVESTMENT MANAGEMENT, LLC
CRD 104862File 801-31849
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$35.51B
Top 10% of cohort (national)
Discretionary AUM
$34.12B
Non-discretionary $1.40B
Clients
82
87 accounts
Employees
94
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 1, 1988
- Principal office
- 1001 19TH ST. N.,16TH FL., ARLINGTON, VA, 22209-1722
- Phone
- 703-243-4433
- Website
- HTTP://WWW.OCIO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $35.51B
- Discretionary AUM
- $34.12B
- Non-discretionary AUM
- $1.40B
- Discretionary accounts
- 85
- Non-discretionary accounts
- 2
- Total accounts
- 87
- AUM per client
- $433.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.32B |
| Charitable organizations | 34 | $13.11B |
| High net worth individuals | Fewer than 5 | $413.0M |
| Pooled investment vehicles | 28 | $3.18B |
| Pension and profit sharing plans | 20 | $17.48B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

