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advised by STRATEGIC INVESTMENT MANAGEMENT, LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Sep 24, 2024 | $74.7M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 27, 2024 | $74.7M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Sep 27, 2023 | $67.9M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 30, 2023 | $67.9M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Nov 3, 2022 | $74.8M | 17 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 30, 2022 | $74.8M | 17 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Sep 28, 2021 | $71.5M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 30, 2021 | $71.5M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Nov 12, 2020 | $64.0M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Jun 30, 2020 | $64.0M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 30, 2020 | $64.0M | 16 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Oct 4, 2019 | $69.3M | 18 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Oct 3, 2019 | $69.3M | 18 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Jun 27, 2019 | $69.3M | 18 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Jun 27, 2019 | $69.3M | 18 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Apr 3, 2019 | $69.3M | 18 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 29, 2019 | $69.3M | 18 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Aug 8, 2018 | $104M | 25 | $1.0M | 1600.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Apr 2, 2018 | $104M | 25 | $1.0M | 1600.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Sep 27, 2017 | $123M | 28 | $1.0M | 4900.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Apr 28, 2017 | $123M | 28 | $1.0M | 4900.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 31, 2017 | $123M | 28 | $1.0M | 4900.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Jan 11, 2017 | $126M | 28 | $1.0M | 4500.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 30, 2016 | $126M | 28 | $1.0M | 4500.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Aug 5, 2015 | $136M | 28 | $1.0M | 2700.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 31, 2015 | $136M | 28 | $1.0M | 2700.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Sep 5, 2014 | $150M | 29 | $1.0M | 2300.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 31, 2014 | $150M | 29 | $1.0M | 2300.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Apr 1, 2013 | $38.2M | 15 | $1.0M | 3500.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 20, 2013 | $36.5M | 15 | $1.0M | 6800.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Oct 15, 2012 | $36.5M | 15 | $1.0M | 6800.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Sep 21, 2012 | $36.5M | 15 | $1.0M | 6800.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Mar 30, 2012 | $36.9M | 15 | $1.0M | 0.0% | yes | STRATEGIC GLOBAL BALANCED TRUST |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NORTHBROOK BANK AND TRUST CO. | NORTHBROOK BANK AND TRUST CO. | Northbrook | Illinois | United States | no | n/a |
| THE NORTHERN TRUST COMPANY | THE NORTHERN TRUST COMPANY | Chicago | Illinois | United States | no | n/a |