CRD: 104862
Strategic Investment Management, LLC
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- Custodian
- BNY Mellon · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-1988
- Office Locations
- 1
Office Locations
About Strategic Investment Management, LLC
Strategic Investment Group is an OCIO founded in 1987—an “investment department for hire”—delivering customized investment solutions for institutional and other mission-driven organizations. It provides comprehensive portfolio management, a robust governance process, and back-office support, with portfolios built through active management and asset allocation across public and private markets. The firm highlights a conflict-free OCIO model.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DIERK ALLEN FLEMMING
DIRECTOR, General Counsel
- CRD
- --
- Ownership
- Less than 5%
EVELYN VICTORIA EXLEY GUERNSEY
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,116,044,318 | $401,365,227 |
| Non-Discretionary | $1,396,182,032 | $698,091,016 |
| Total | $35,512,226,350 | $408,186,510 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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