STRATEGIC INVESTMENT MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	104862	104862	—	1.0
cik	0000846633	846633	—	—
lei	5493000ERADCLQ2XMY46	5493000ERADCLQ2XMY46	—	—
sec_file_number	801-31849	801-31849	—	—

Profile

WebsiteHTTP://WWW.OCIO.COM

HQ CityARLINGTON

HQ StateVA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)29,667,620,652.0
RAUM (discretionary)28,868,554,226.0
Actionable assets29,667,620,652.0
Accounts88.0

Institutional Clients

Government AUM—
Pension AUM15,759,492,024.0
Charitable AUM11,334,683,682.0
HNW AUM381,840,591.0

As of 2025-03-31 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
B-FLEXION AM HOLDINGS LIMITED	GENERAL PARTNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
B-FLEXION GP LIMITED	GENERAL PARTNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
B-FLEXION GROUP HOLDINGS SA	OWNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
B-FLEXION HOLDINGS (SWITZERLAND) SA	OWNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
B-FLEXION HOLDINGS SA	OWNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BERTARELLI PARTNERS LTD.	OWNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BERTARELLI, ERNESTO, SILVIO MAURIZIO	OWNER	OFFICER	—	{"filing_id": "2003304", "owner_id": "6148538", "source": "adv_part1", "table": "Schedule_A_B"}
FLEMMING, DIERK, ALLEN	GENERAL COUNSEL AND DIRECTOR	OFFICER	—	{"filing_id": "2003304", "owner_id": "6171067", "source": "adv_part1", "table": "Schedule_A_B"}
GUERNSEY, EVELYN, VICTORIA EXLEY	DIRECTOR	OFFICER	—	{"filing_id": "2003304", "owner_id": "2861310", "source": "adv_part1", "table": "Schedule_A_B"}
GUICHARD-BERTARELLI, DONATA	LIMITED PARTNER	OFFICER	—	{"filing_id": "2003304", "owner_id": "6148540", "source": "adv_part1", "table": "Schedule_A_B"}
Kearsley, Ranjani	DIRECTOR	OFFICER	—	{"filing_id": "2003304", "owner_id": "7404435", "source": "adv_part1", "table": "Schedule_A_B"}
Kellan, Graham	DIRECTOR	OFFICER	—	{"filing_id": "2003304", "owner_id": "7980995", "source": "adv_part1", "table": "Schedule_A_B"}
KRAUS, NICOLE, WELLMANN	CHIEF EXECUTIVE OFFICER AND DIRECTOR	OFFICER	—	{"filing_id": "2003304", "owner_id": "2518076", "source": "adv_part1", "table": "Schedule_A_B"}
KRYGIER, MARKUS, MAXIMILIAN	CO-CHIEF INVESTMENT OFFICER AND DIRECTOR	OFFICER	—	{"filing_id": "2003304", "owner_id": "6265837", "source": "adv_part1", "table": "Schedule_A_B"}
LANDMARK LP	LIMITED PARTNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
LM (GP) LTD	GENERAL PARTNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NORTHILL CAPITAL (JERSEY) L.P.	LIMITED PARTNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NORTHILL INVEST LP	LIMITED PARTNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NORTHILL JERSEY HOLDINGS, LP	OWNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NORTHILL US HOLDINGS II INC.	OWNER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
NUSH II BLC, LLC	MEMBER	OFFICER	—	{"filing_id": "2003304", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RIEGEL, WILLIAM, MURCHIE	DIRECTOR	OFFICER	—	{"filing_id": "2003304", "owner_id": "1901801", "source": "adv_part1", "table": "Schedule_A_B"}
LYNCH, MELISSA, LYNN	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2003304", "owner_id": "5119727", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/08/2025 02:16:07 PM",
  "filing_id": "2003304",
  "reg_type": "IA"
}
```

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1