DFX Intelligence

Data Factory

Private equityFirmfund of funds · probablelower middle market

Strategic Investment Management, LLC

Private Equity

Arlington, VA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:5b4757f1-9f52-402f-91fc-004ee72c9c50

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 110
Dated events: 40
On other graphs: 5
Observed: Sep 13, 2026 to Sep 16, 2026
28 observations

Across DFX

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

Independent Sponsorsidentity

Strategic Investment Management, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

STRATEGIC INVESTMENT MANAGEMENT, LLC

Registered adviser · shared crd

Allocatorsidentity

Strategic Investment Management, LLC

Investment consultant · 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

Funds: 16
PE funds: 13
Vintages: 2001 to 2025
PE GAV, 2024 filing: $737Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $27B
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.74bn Private Equity Fund GAV on the Form ADV filed 2024-09-24
Stated sectors: education
Latest Form D: Jan 12, 2026
Latest ADV filing: Sep 24, 2024
Employees (ADV): 99
Website: strategicgroup.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
SBS-4, a series of Strategic Buyout Series Fund, L.P.	2025	Fundraising	n/a	$404M	n/a
SVS-4, a series of Strategic Venture Series Fund, L.P.	2025	Fundraising	n/a	$106M	n/a
SRS-2, a series of Strategic Real Estate Series Fund, L.P.	2025	Fundraising	n/a	$214M	n/a
Svs-2, a Series of Strategic Venture Series Fund, L.P.	2024	Unknown	Private Equity Fund	n/a	$4.9M
Sbs-2, a Series of Strategic Buyout Series Fund, L.P.	2024	Unknown	Private Equity Fund	n/a	$16.6M
Sbs-1, a Series of Strategic Buyout Series Fund, L.P.	2022	Early deployment	Private Equity Fund	n/a	$36.8M
Svs-1, a Series of Strategic Venture Series Fund, L.P.	2022	Early deployment	Private Equity Fund	n/a	$10.5M
Psv	2020	Wound down	Private Equity Fund	n/a	$291M
Fl3	2020	Wound down	Private Equity Fund	n/a	$2.0M
Strategic Private Equity Fund V, L.P.	2017	Unknown	Private Equity Fund	n/a	$480M
Strategic Private Equity Fund IV, L.P.	2013	Harvest	Private Equity Fund	n/a	$177M
SIG Private Equity Vintage Fund 2001, LLC	2001	Unknown	Private Equity Fund	n/a	$984,739
Strategic Private Equity Fund III, L.P.	n/a	Harvest	Private Equity Fund	n/a	$8.2M
Strategic Investment Group Ventures II, LLC	n/a	Wound down	Private Equity Fund	n/a	$117,583
Strategic Private Equity Fund II, LLC	n/a	Harvest	Private Equity Fund	n/a	$1.9M
Strategic Investment Group Ventures, LLC	n/a	Unknown	Private Equity Fund	n/a	$3.8M

Relationships

showing 80 of 110

Employs (52)

→ Laurie A. BonelloPersonHead of Hedge Funds
factThe subject's own site
→ Aksana ZabaraPersonHead of Asset Allocation and Portfolio Construction
factThe subject's own site
→ Cherie VanFleetPersonDirector of People & Culture
factThe subject's own site
→ Patrick A. TorreyPersonCo-Head of Global Client Development
factThe subject's own site
→ Pawel SokolowskiPersonChief Technology Officer
factThe subject's own site
→ Kenneth M. ShimbergPersonHead of Client Portfolio Management
factThe subject's own site
→ Justin R. ScherPersonChief Operating Officer
factThe subject's own site
→ Jason S. RabineauPersonHead of Investment Risk and Chief Analytics Officer
factThe subject's own site
→ Leah PosadasPersonManaging Director, Client Portfolio Management
factThe subject's own site
→ Christopher P. PondPersonManaging Director, Client Portfolio Management
factThe subject's own site
→ Chris ParkerPersonHead of Portfolio Implementation
factThe subject's own site
→ David J. OrdoobadiPersonManaging Director and Economic Counsellor
factThe subject's own site
→ Joshua O’BrienPersonHead of Client Solutions
factThe subject's own site
→ Angela NeisPersonDirector of Transformation Services
factThe subject's own site
→ Jeffrey S. NasserPersonCo-Chief Investment Officer
factThe subject's own site
→ Phillip E. MettlingPersonDirector, Client Development
factThe subject's own site
→ Melissa Lynn LynchPersonChief Compliance Officer
Jan 1, 2006 to presentfactForm ADV, The subject's own site
→ Markus Maximilian KrygierPersonCo-Chief Investment Officer And Director
Feb 1, 2023 to presentfactForm ADV, The subject's own site
→ Nikki KrausPersonChief Executive Officer
factThe subject's own site
→ Paul S. KramerPersonHead of Private Markets
factThe subject's own site
→ Sarah KornmeierPersonDirector of Enterprise Solutions
factThe subject's own site
→ Kevin KilleavyPersonManaging Director, Private Markets
factThe subject's own site
→ Caitlin KiffePersonDirector, Client Portfolio Management
factThe subject's own site
→ Christine Z. KelleherPersonManaging Director, Client Portfolio Management
factThe subject's own site
→ Ted JosephPersonCo-Head of Public Markets and Head of Research
factThe subject's own site
→ Taylor HenshallPersonHead of Opportunistic
factThe subject's own site
→ Valentina M. GlavianoPersonCo-Head of Global Client Development
factThe subject's own site
→ Jackie O. GiffordPersonCo-Head of Public Markets
factThe subject's own site
→ Dierk A. FlemmingPersonGeneral Counsel
factThe subject's own site
→ Lorna J. FitzgeraldPersonDirector, Custody Support
factThe subject's own site
and 22 more

Manages (16)

→ SRS-2, a series of Strategic Real Estate Series Fund, L.P.FundInferred from form d office address
Jan 12, 2026 to presentinferenceForm D
→ SBS-4, a series of Strategic Buyout Series Fund, L.P.FundInferred from form d office address
Jan 12, 2026 to presentinferenceForm D
→ SVS-4, a series of Strategic Venture Series Fund, L.P.FundInferred from form d office address
Jan 12, 2026 to presentinferenceForm D
→ Strategic Investment Group Ventures II, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Strategic Investment Group Ventures, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Strategic Private Equity Fund IV, L.P.FundPrivate Equity Fund
Apr 1, 2013 to presentfactForm ADV
→ Strategic Private Equity Fund V, L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ PsvFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Fl3FundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Svs-1, a Series of Strategic Venture Series Fund, L.P.FundPrivate Equity Fund
Mar 27, 2024 to presentfactForm ADV
→ Sbs-1, a Series of Strategic Buyout Series Fund, L.P.FundPrivate Equity Fund
Mar 27, 2024 to presentfactForm ADV
→ Sbs-2, a Series of Strategic Buyout Series Fund, L.P.FundPrivate Equity Fund
Mar 27, 2024 to presentfactForm ADV
→ Svs-2, a Series of Strategic Venture Series Fund, L.P.FundPrivate Equity Fund
Mar 27, 2024 to presentfactForm ADV
→ SIG Private Equity Vintage Fund 2001, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Strategic Private Equity Fund II, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Strategic Private Equity Fund III, L.P.FundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV

Owns (10)

← Nush II Blc, LLCFirmMember
Jul 1, 2012 to presentfactForm ADV
← Northill US Holdings II Inc.FirmOwner
Feb 1, 2019 to presentfactForm ADV
← Northill Jersey Holdings, LPFirmOwner
Feb 1, 2019 to presentfactForm ADV
← Northill Capital (jersey) L.P.FirmLimited Partner
Jan 1, 2011 to presentfactForm ADV
← B-Flexion GP LimitedFirmGeneral Partner
Nov 1, 2015 to presentfactForm ADV
← B-Flexion Am Holdings LimitedFirmGeneral Partner
Jun 1, 2012 to presentfactForm ADV
← Northill Invest LPFirmLimited Partner
Nov 1, 2015 to presentfactForm ADV
← Landmark LPFirmLimited Partner
Nov 1, 2015 to presentfactForm ADV
← LM (GP) LtdFirmGeneral Partner
Nov 1, 2008 to presentfactForm ADV
← Bertarelli Partners Ltd.FirmOwner
Jun 1, 2020 to presentfactForm ADV

Dated events

14 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 12, 2026
Fund Form D filed
SRS-2, a series of Strategic Real Estate Series Fund, L.P. filed Form D as a Private Equity Fund: offering indefinite; Form D amount sold $213,700,000; first sale 2025-01-10
Form Dobserved 6 days ago
$214M
Occurred
Jan 12, 2026
Fund Form D filed
SVS-4, a series of Strategic Venture Series Fund, L.P. filed Form D as a Private Equity Fund: offering indefinite; Form D amount sold $106,140,000; first sale 2025-01-10
Form Dobserved 6 days ago
$106M
Occurred
Jan 12, 2026
Fund Form D filed
SBS-4, a series of Strategic Buyout Series Fund, L.P. filed Form D as a Private Equity Fund: offering indefinite; Form D amount sold $404,010,000; first sale 2025-01-10
Form Dobserved 6 days ago
$404M
Occurred
Sep 24, 2024
Person left
Dominic Matthew Fry (Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Aug 1, 2024
Person joined
Cyrus David Jilla joined Schedule A of Strategic Investment Management, LLC as Director
Form ADVobserved 6 days ago
Occurred
Aug 1, 2024
Person joined
Graham Kellan joined Schedule A of Strategic Investment Management, LLC as Director
Form ADVobserved 6 days ago
Occurred
Sep 27, 2023
Person left
Michelle Mccloskey (Executive Chair And Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Sep 27, 2023
Person left
Cyrus David Jilla (Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Sep 27, 2023
Person left
Myshel Guillory (Chief Financial Officer) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Jun 1, 2023
Person joined
Dominic Matthew Fry joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Person left
Gordon Mcnair (Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Person left
Stephen Warren Mandella (Chief Financial Officer) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Person joined
Markus Maximilian Krygier joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Person joined
Christopher Mark Lvoff joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Person joined
Lisa L. Green Hall joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Nov 3, 2022
Person left
Brian Andrew Murdock (President, Chief Executive Officer And Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Nov 1, 2022
Person joined
Myshel Guillory joined Schedule A of Strategic Investment Management, LLC as Chief Financial Officer
Form ADVobserved 6 days ago
Occurred
Sep 1, 2022
Person joined
Michelle Mccloskey joined Schedule A of Strategic Investment Management, LLC as Executive Chair And Elected Manager
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Person joined
William Murchie Riegel joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Sep 28, 2021
Person left
Ryan Sinnott (Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Sep 28, 2021
Person left
Catherine Jones (Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Jun 1, 2021
Person joined
Ranjani Kearsley joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Nov 12, 2020
Person left
Jeremy Nevil Bassil (Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago
Occurred
Jun 1, 2020
Person joined
Evelyn Victoria Exley Guernsey joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Jun 1, 2020
Person joined
Ryan Sinnott joined Schedule A of Strategic Investment Management, LLC as Elected Manager
Form ADVobserved 6 days ago
Occurred
Oct 3, 2019
Person left
Jonathan Michael Little (Elected Manager) no longer on Schedule A of Strategic Investment Management, LLC
Form ADVobserved 6 days ago

Show 14 bookkeeping events

Occurred
Mar 31, 2026
Strategic Investment Management, LLC: Private Equity Funds on Form ADV 9 (2024 extract) -> 12 (roster 2026-09-01)
Occurred
Mar 27, 2024
Sbs-2, a Series of Strategic Buyout Series Fund, L.P. first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund), GAV $16,646,643
Occurred
Mar 27, 2024
Svs-1, a Series of Strategic Venture Series Fund, L.P. first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund), GAV $10,478,255
Occurred
Mar 27, 2024
Svs-2, a Series of Strategic Venture Series Fund, L.P. first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund), GAV $4,922,999
Occurred
Mar 27, 2024
Sbs-1, a Series of Strategic Buyout Series Fund, L.P. first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund), GAV $36,763,074
Occurred
Mar 27, 2024
Fund 805-1816883498 no longer reported on Form ADV by Strategic Investment Management, LLC
Occurred
Mar 27, 2024
Fund 805-7187913751 no longer reported on Form ADV by Strategic Investment Management, LLC
Occurred
Mar 30, 2022
Svs-1, a Series of Strategic Venture Series Fund, L.P. first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund)
Occurred
Mar 30, 2022
Fund 805-5754167179 no longer reported on Form ADV by Strategic Investment Management, LLC
Occurred
Mar 30, 2022
Sbs-1, a Series of Strategic Buyout Series Fund, L.P. first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund)
Occurred
Mar 30, 2021
Fund 805-5112712246 no longer reported on Form ADV by Strategic Investment Management, LLC
Occurred
Mar 30, 2021
Fund 805-4737310833 no longer reported on Form ADV by Strategic Investment Management, LLC
Occurred
Mar 30, 2020
Psv first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund), GAV $290,932,867
Occurred
Mar 30, 2020
Fl3 first reported on Form ADV by Strategic Investment Management, LLC (Private Equity Fund), GAV $1,994,013

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Laurie A. Bonello
Head of Hedge Funds · Revealable: 1 professional profile (firm website)
Aksana Zabara
Head of Asset Allocation and Portfolio Construction · Revealable: 1 professional profile (firm website)
Cherie VanFleet
Director of People & Culture · Revealable: 1 professional profile (firm website)
Patrick A. Torrey
Co-Head of Global Client Development · Revealable: 1 professional profile (firm website)
Pawel Sokolowski
Chief Technology Officer · Revealable: 1 professional profile (firm website)
Kenneth M. Shimberg
Head of Client Portfolio Management · Revealable: 1 professional profile (firm website)
Justin R. Scher
Chief Operating Officer · Revealable: 1 professional profile (firm website)
Jason S. Rabineau
Head of Investment Risk and Chief Analytics Officer · Revealable: 1 professional profile (firm website)
Leah Posadas
Managing Director, Client Portfolio Management · Revealable: 1 professional profile (firm website)
Christopher P. Pond
Managing Director, Client Portfolio Management · Revealable: 1 professional profile (firm website)
Chris Parker
Head of Portfolio Implementation · Revealable: 1 professional profile (firm website)
David J. Ordoobadi
Managing Director and Economic Counsellor · Revealable: 1 professional profile (firm website)
Joshua O’Brien
Head of Client Solutions · Revealable: 1 professional profile (firm website)
Angela Neis
Director of Transformation Services · Revealable: 1 professional profile (firm website)
Jeffrey S. Nasser
Co-Chief Investment Officer · Revealable: 1 professional profile (firm website)
Phillip E. Mettling
Director, Client Development · Revealable: 1 professional profile (firm website)
Melissa Lynn Lynch
Chief Compliance Officer · Revealable: 1 professional profile (firm website)
Markus Maximilian Krygier
Co-Chief Investment Officer And Director · Revealable: 1 professional profile (firm website)
Nikki Kraus
Chief Executive Officer · Revealable: 1 professional profile (firm website)
Paul S. Kramer
Head of Private Markets · Revealable: 1 professional profile (firm website)
Sarah Kornmeier
Director of Enterprise Solutions · Revealable: 1 professional profile (firm website)
Kevin Killeavy
Managing Director, Private Markets · Revealable: 1 professional profile (firm website)
Caitlin Kiffe
Director, Client Portfolio Management · Revealable: 1 professional profile (firm website)
Christine Z. Kelleher
Managing Director, Client Portfolio Management · Revealable: 1 professional profile (firm website)
Ted Joseph
Co-Head of Public Markets and Head of Research · Revealable: 1 professional profile (firm website)
Taylor Henshall
Head of Opportunistic · Revealable: 1 professional profile (firm website)
Valentina M. Glaviano
Co-Head of Global Client Development · Revealable: 1 professional profile (firm website)
Jackie O. Gifford
Co-Head of Public Markets · Revealable: 1 professional profile (firm website)
Dierk A. Flemming
General Counsel · Revealable: 1 professional profile (firm website)
Lorna J. Fitzgerald
Director, Custody Support · Revealable: 1 professional profile (firm website)
Paola Erb
Global Head of Marketing · Revealable: 1 professional profile (firm website)
Natalia Drapkin
Director of Operations · Revealable: 1 professional profile (firm website)
Nathalie Cunningham
Deputy Chief Investment Officer · Revealable: 1 professional profile (firm website)
Michael Coppola
Director of Finance · Revealable: 1 professional profile (firm website)
Jason Copelas
Director, Public Markets · Revealable: 1 professional profile (firm website)
Stuart Chapman
Head of Operational Due Diligence · Revealable: 1 professional profile (firm website)
Christopher Cant
Controller · Revealable: 1 professional profile (firm website)
Brendan J. Burke
Managing Director, Investments · Revealable: 1 professional profile (firm website)
Matthew A. Brooks
Director, Private Markets · Revealable: 1 professional profile (firm website)
Arlynn J. Barrios
Managing Director, Client Support and Assurance · Revealable: 1 professional profile (firm website)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:5b4757f1-9f52-402f-91fc-004ee72c9c50
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

Strategic Investment Management, LLC

Private Equity

Arlington, VA

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:5b4757f1-9f52-402f-91fc-004ee72c9c50

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

SBS-4, a series of Strategic Buyout Series Fund, L.P.

2025

Fundraising

n/a

$404M

n/a

SVS-4, a series of Strategic Venture Series Fund, L.P.

2025

Fundraising

n/a

$106M

n/a

SRS-2, a series of Strategic Real Estate Series Fund, L.P.

2025

Fundraising

n/a

$214M

n/a

Svs-2, a Series of Strategic Venture Series Fund, L.P.

2024

Unknown

Private Equity Fund

n/a

$4.9M

Sbs-2, a Series of Strategic Buyout Series Fund, L.P.

2024

Unknown

Private Equity Fund

n/a

$16.6M

Sbs-1, a Series of Strategic Buyout Series Fund, L.P.

2022

Early deployment

Private Equity Fund

n/a

$36.8M

Svs-1, a Series of Strategic Venture Series Fund, L.P.

2022

Early deployment

Private Equity Fund

n/a

$10.5M

Psv

2020

Wound down

Private Equity Fund

n/a

$291M

Fl3

2020

Wound down

Private Equity Fund

n/a

$2.0M

Strategic Private Equity Fund V, L.P.

2017

Unknown

Private Equity Fund

n/a

$480M

Strategic Private Equity Fund IV, L.P.

2013

Harvest

Private Equity Fund

n/a

$177M

SIG Private Equity Vintage Fund 2001, LLC

2001

Unknown

Private Equity Fund

n/a

$984,739

Strategic Private Equity Fund III, L.P.

n/a

Harvest

Private Equity Fund

n/a

$8.2M

Strategic Investment Group Ventures II, LLC

n/a

Wound down

Private Equity Fund

n/a

$117,583

Strategic Private Equity Fund II, LLC

n/a

Harvest

Private Equity Fund

n/a

$1.9M

Strategic Investment Group Ventures, LLC

n/a

Unknown

Private Equity Fund

n/a

$3.8M