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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

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 typeClientsAUM
OtherFewer than 5$1.32B
Charitable organizations34$13.11B
High net worth individualsFewer than 5$413.0M
Pooled investment vehicles28$3.18B
Pension and profit sharing plans20$17.48B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.