Asset manager · Arlington, VA
Strategic Investment Management, LLC
SEC-registered investment adviser · CRD 104862 · SEC 801-31849
At a glance
Strategic Investment Management, LLC is an SEC-registered investment adviser based in Arlington, Virginia, with $35.5 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 267th of 3,218 asset managers and 578th of 17,210 SEC-registered advisers by assets.
Main office 703-243-4433strategicgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $36B
- Rank among asset managers
- #267 of 3,218
- Rank among all SEC RIAs
- #578 of 17,210
- Rank in Virginia
- #4 of 300
- Clients
- 82
- Accounts
- 87
- Discretionary
- 96% of AUM
- Employees
- 94
- Advisory staff
- 42
- Offices
- 1
Owners and executives on its Form ADV
- Melissa L. LynchChief Compliance Officer
- Nicole W. KrausChief Executive Officer and Director
- Evelyn V. GuernseyDirector
- Ranjani KearsleyDirector
- William M. RiegelDirector
- Markus M. KrygierCo-Chief Investment Officer and Director
- Graham KellanDirector
- Dierk A. FlemmingGeneral Counsel and Director
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 20 | $17B | 49% |
| Charitable organizations | 34 | $13B | 37% |
| Pooled investment vehicles | 28 | $3.2B | 9% |
| Corporations or other businesses | – | $1.3B | 4% |
| High-net-worth individuals | – | $413M | 1% |
Private funds
Strategic Investment Management, LLC reports 26 private funds with $12B in gross assets: hedge funds, private equity funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Strategic Investment Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗strategicgroup.com ↗
AtlasMembers
The full record on Strategic Investment Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 343 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Strategic Investment Management, LLC manage?
Strategic Investment Management, LLC reports $35.5 billion in regulatory assets under management across 87 accounts, 96% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Strategic Investment Management, LLC?
Strategic Investment Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Strategic Investment Management, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($17.5 billion, 20 clients); charitable organizations ($13.1 billion, 34 clients); pooled investment vehicles ($3.2 billion, 28 clients).
Does Strategic Investment Management, LLC manage private funds?
Yes. It reports 26 private funds with $11.6 billion in gross assets, including hedge funds, private equity funds, real estate funds, other private funds.
Does Strategic Investment Management, LLC have any disciplinary history?
Strategic Investment Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Strategic Investment Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →