STRATEGIC INVESTMENT MANAGEMENT, LLC

Thesis

SIM's investment strategy is diverse, encompassing hedge fund, private equity, real estate, and commodity pool/CTA capacities. They manage globally diversified portfolios by selecting specialist managers through an open architecture model, focusing on asset class structuring and robust risk management using a proprietary system. While engaging in private equity and real estate, the firm's primary role is OCIO services. Lunra indicates a focus on the 'Growth' stage for private equity, though specific fund and check sizes are not detailed. As of December 31, 2024, SIM managed approximately $35.5 billion in regulatory assets under management, with $34.1 billion on a discretionary basis. The firm operates on a fee-only structure, emphasizing a client-centered approach and providing guidance and education. SIM does not identify as an ESG investor.

Related lists

• Series C+ investors based in Arlington, VA