Strategic Investment Management International (Arlington)

Name: Strategic Investment Management International
Address: 1001 19 Th St N., 16 Th Fl, Arlington, VA, 22209 1722
Telephone: 703-243-4433

Strategic Investment Management International is a large advisory firm based in Arlington. It manages $806.8 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Strategic Investment Management International provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strategic Investment Management International: assets under management

The assets under management (AUM) of Strategic Investment Management International is $806.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $806.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Strategic Investment Management International for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strategic Investment Management International

Antoine Willem Vanagtmael has been acting as President since 1 Nov 1987. Kenneth Grossfield joined the executive team most recently as the General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Strategic Investment Partners	Managing general partner	1 Nov 1987	75% - 100%	52-1533467
Gml Corporation	General partner	1 Nov 1987	Other	52-1544824
Hilda Margarita Ochoa	President and director	1 Nov 1987	Other	2305853
Antonie Willem Vanagtmael	Vice president and director	1 Nov 1987	Other	2306037
Michael Anthony Duffy	Secretary, treasurer and director	1 Nov 1987	Other	2305817
George Maduro Alvarezcorrea	Managing director	1 Nov 1987	Other	2305771
Mary Claire Choksi	Managing director and director	1 Nov 1987	Other	2306024
Carol Ann Grefenstette	Managing director	1 Nov 1987	Other	2364254
Antoine Willem Vanagtmael	Director	1 Nov 1987	Other	2306037
Lourdes Maria Lopezisa	General counsel	1 Jul 1996	Other	2801473
Kenneth Grossfield	Associate general counsel and compliance officer	1 Feb 1998	Other	3106582
Kenneth Grossfield	General counsel	1 Sep 2001	Other	3106582
Kenneth Ian Grossfield	General counsel	1 Sep 2001	Other	3106582

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gordon Peter Getty	Shareholder	1 Nov 1987	25% - 50%	4339269
Marc Ernest Leland	Shareholder	1 Nov 1987	50% - 75%	4339272

Based in Arlington

The principal office where Strategic Investment Management International performs its advisory services is located at 1001 19 Th St N., 16 Th Fl, Arlington, VA 22209 1722, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-243-4433 or by fax 703-243-2266. The normal business hours are 9:00a.m. to 5:30p.m. on Monday - Friday. You can find more information about the New York firm at www.2strategic.com.