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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Mid-Atlantic / DC Metro HQ: Arlington, VA

Strategic Investment Management

$34.1B Total AUM · Institutional LP profile covering 21 historical fund disclosure records ($1.98B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Venture Capital, Private Credit, Infrastructure, Secondaries (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
21
5 Open Source Trails Below
Sum of Disclosed Rows
$1.98B
Total AUM: $34.1B
Median Disclosed Amount
$108.5M
Range: $15.0M – $163.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/21)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Strategic Investment Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 21 total tracked records (+16 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Tenex Capital Partners IVAdviser 7.B Vehicle Buyout 2025
$163.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
M/C Partners IXAdviser 7.B Vehicle Buyout 2025
$153.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Oaktree Power Opportunities Fund VAdviser 7.B Vehicle Buyout 2025
$134.8M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Banner Ridge Secondary Fund V (TE), L.P.Adviser 7.B Vehicle Secondaries 2025
$120.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Empyrean Capital Partners, LPAdviser 7.B Vehicle Multi-Strategy 2024
$20.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Strategic Investment Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Strategic Investment Management (OCIO / Wealth RIA, $34.1B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 13.0% vs. 12.2% Actual; $272.9M Unallocated Target Bandwidth). SEC Form ADV (801-31849, CRD #104862) verified $34.12B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-15

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Strategic Investment Management

536 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Strategic Investment Management (19 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 7 Shared Vehicles

Halifax Doylestown Fairchild Private Markets Primary & GP Seeder Fund-of-Funds

Fund of Funds / Seeder Florida
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
NOVA Infrastructure Fund I L.P. (2022 Vintage)
Strategic Investment Management: $130.0M · SEC Form ADV 7.B
Halifax Doylestown Fairchild Private Markets Primary & GP Seeder Fund-of-Funds: $96.5M · SEC Form ADV 7.B

Additional shared vehicles: Napier Park Lake Credit Fund, L.P. (2020 Vintage) · NeoTribe Ventures II, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Investment Management Corporation of Ontario (IMCO)

Public Pension Plan Toronto, ON
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Napier Park Lake Credit Fund, L.P. (2020 Vintage)
Strategic Investment Management: $90.2M · SEC Form ADV 7.B
Investment Management Corporation of Ontario (IMCO): $167.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: NOVA Infrastructure Fund I L.P. (2022 Vintage) · NeoTribe Ventures II, L.P. (2019 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Elmhurst Charles River Prescott Mutual & Casualty Insurance General Account

Insurance Company Illinois / Chicago
Resolved Shared Vehicle Maturing Vehicle (2014–2019)
NeoTribe Ventures II, L.P. (2019 Vintage)
Strategic Investment Management: $136.2M · SEC Form ADV 7.B
Elmhurst Charles River Prescott Mutual & Casualty Insurance General Account: $81.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: NOVA Infrastructure Fund I L.P. (2022 Vintage) · Napier Park Lake Credit Fund, L.P. (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+533 Additional Institutional LPs Report Shared Vehicles with Strategic Investment Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 21 total tracked records for Strategic Investment Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 21 tracked historical disclosure records (+16 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (536 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Strategic Investment Management

Buyout LPs →Venture Capital LPs →Private Credit LPs →Infrastructure LPs →Secondaries LPs →

Frequently Asked Questions: Strategic Investment Management

What type of institutional allocator is Strategic Investment Management and what is their typical disclosed ticket size?

Strategic Investment Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Mid-Atlantic / DC Metro; Headquarters: Arlington, VA). Across 21 historical disclosure records tracked on Prilago ($1.98B total parsed USD across disclosed rows), the median disclosed amount is $108.5M (range: $15.0M to $163.2M).

Which private-market strategies appear in Strategic Investment Management's public disclosures?

Strategic Investment Management has disclosed records across Buyout, Venture Capital, Private Credit, Infrastructure, Secondaries. Open preview records include Tenex Capital Partners IV (2025 Vintage), M/C Partners IX (2025 Vintage), Oaktree Power Opportunities Fund V (2025 Vintage), Banner Ridge Secondary Fund V (TE), L.P. (2025 Vintage).

How are Strategic Investment Management's historical records substantiated and separated from active searches on Prilago?

Records for Strategic Investment Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Strategic Investment Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/strategic-investment-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Strategic Investment Management?

In Prilago's bilateral commitment graph, Strategic Investment Management shares resolved underlying fund vehicles with 536 institutional LPs across 19 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Halifax Doylestown Fairchild Private Markets Primary & GP Seeder Fund-of-Funds (7 shared vehicles, e.g. NOVA Infrastructure Fund I L.P. (2022 Vintage)), Investment Management Corporation of Ontario (IMCO) (7 shared vehicles, e.g. Napier Park Lake Credit Fund, L.P. (2020 Vintage)), Elmhurst Charles River Prescott Mutual & Casualty Insurance General Account (7 shared vehicles, e.g. NeoTribe Ventures II, L.P. (2019 Vintage)).

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