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STRATEGIC INVESTMENT MANAGEMENT, LLC
CRD 104862File 801-31849
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 95 | 94 | decreased by1 |
| Apr 1, 2026 | Clients | 80 | 82 | increased by2 |
| Apr 1, 2026 | AUM | $29,667,620,652 | $35,512,226,350 | increased by$5,844,605,698 |
| Apr 1, 2026 | Accounts | 88 | 87 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 106 | 95 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 75 | 80 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $28,667,419,969 | $29,667,620,652 | increased by$1,000,200,683 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 75 | 88 | increased by13 |
| Apr 1, 2022 | Employees | 104 | 106 | increased by2 |
| Apr 1, 2022 | Clients | 76 | 75 | decreased by1 |
| Apr 1, 2022 | AUM | $28,644,474,489 | $28,667,419,969 | increased by$22,945,480 |
| Apr 1, 2022 | Accounts | 76 | 75 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.