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AllocatorsInvestment consultantocio providerocio

Strategic Investment Management, LLC

Allocators

Arlington, VA

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Search this name across graphsid dfx:al:3b760b9d-f38e-4b71-ba3f-fa6aff0a959b

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 5
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Strategic Investment Management, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Strategic Investment Management, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

STRATEGIC INVESTMENT MANAGEMENT, LLC

Registered adviser · shared crd

Private Creditidentity

STRATEGIC INVESTMENT MANAGEMENT, LLC

Private credit manager · shared crd

Real Estate Fundsidentity

Strategic Investment Management, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: ocio.com
Plan clients: 7Form 5500 Schedule C
Public clients: 0
Advisory clients: 7
Institutional RAUM: $31BForm ADV
Discretionary RAUM: $34B
Pension plan clients (ADV): 20
Recommended commitments: 0derived
Latest client year end: Jun 30, 2023
CRD: 104862

Plan clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

Plan	Role	From	To	Current	Evidence
Johns Hopkins Health System Corporation Retirement Plan	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
District 1199seiu - the Johns Hopkins Hospital Pension Plan	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact
Suburban Hospital, Inc. Retirement Income Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
The Scripps Research Institute Cash Balance Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Continental Grain Company Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
U. S. Retirement Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact
Johns Hopkins Bayview Medical Center,inc. Represen Employees Pension Plan	Investment adviser	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Manages for (4)

→ The Cultural Institutions Pension PlanPlanInvestment management
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Teledyne Technologies Incorporated Pension PlanPlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Ywca Retirement Fund, Inc.PlanInvestment management
Jan 1, 2022 to Dec 31, 2022factForm 5500
→ Teledyne Technologies Incorporated Pension Plan for Defined Active ParticipantsPlanInvestment management
Jan 1, 2023 to Dec 31, 2023factForm 5500

Advised by (7)

← District 1199seiu - the Johns Hopkins Hospital Pension PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Johns Hopkins Health System Corporation Retirement PlanPlanInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
← Continental Grain Company Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← U. S. Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Johns Hopkins Bayview Medical Center,inc. Represen Employees Pension PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← Suburban Hospital, Inc. Retirement Income PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500
← The Scripps Research Institute Cash Balance Retirement PlanPlanInvestment adviser
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

Occurred
Dec 31, 2023
Manager relationship started
Strategic Investment Group appears on Teledyne Technologies Incorporated Pension Plan for Defined Active Participants's Schedule C as investment manager (plan year 2023 vs 2022)
Form 5500observed 6 days ago

Provenance

Graph: Allocators
Canonical id: dfx:al:3b760b9d-f38e-4b71-ba3f-fa6aff0a959b
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.