CRD: 104862
Strategic Investment Management, LLC
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- Custodian
- BNY Mellon · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 8, 2025 and March 31, 2026, reported AUM increased 19.7%, from $29.7B to $35.5B.
Across 5 reported observations, AUM increased 23.9% between November 3, 2022 and March 31, 2026, from $28.7B to $35.5B.
Of the latest reported AUM, 96.1% is discretionary and 3.9% is non-discretionary.
The firm reports 42 advisory representatives and 82 clients, or 2 clients per representative. That equates to $433.1M in reported AUM per client.
The profile lists 1 reported office location and 38 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Strategic Investment Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Strategic Investment Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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