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STRATEGIC INCOME MANAGEMENT, LLC
CRD 151956File 801-71765
APPROVED
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.14B
Top 25% of cohort (national)
Discretionary AUM
$3.14B
Clients
6
6 accounts
Employees
6
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 30, 2010
- Principal office
- SUITE 713, 1200 WESTLAKE AVE N, SEATTLE, WA, 98109
- Phone
- 206-608-3873
- Website
- https://www.sim-llc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.14B
- Discretionary AUM
- $3.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6
- Non-discretionary accounts
- 0
- Total accounts
- 6
- AUM per client
- $523.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | 1 | $331.1M |
| Insurance companies | 1 | $78.0M |
| Investment companies | 1 | $2.07B |
| Pooled investment vehicles | 1 | $445.6M |
| State or municipal government entities | 2 | $211.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.