Form D · Other Investment Fund

Strategic Global Equity Trust

Arlington, VA · CIK 0001775597

Offering snapshot reported Mar 2, 2026 · SEC filing

Reported sold
$671M
Indefinite offering
Investors reported
35
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Apr 30, 2019
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 2, 2026Initial$671,277,736No comparison35SEC filing
Mar 4, 2025Initial$525,272,055No comparison35SEC filing
Mar 6, 2024Initial$472,926,456No comparison34SEC filing
Mar 7, 2023Initial$457,321,088No comparison31SEC filing
Mar 7, 2022Initial$544,667,486No comparison29SEC filing
Feb 23, 2021Amendment$455,948,139$208,589,463vs Mar 16, 202026SEC filing
Mar 16, 2020Amendment$247,358,676No comparison19SEC filing
May 15, 2019InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-575089

Source: Form D, filed Mar 2, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

STRATEGIC GLOBAL EQUITY TRUST

Investment adviser: STRATEGIC INVESTMENT MANAGEMENT, LLC

Gross asset value
$675M
Beneficial owners
35
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor KPMG AUDITORS LIMITED HAMILTON, Bermuda Other funds reporting this name →
Custodian NORTHBROOK BANK AND TRUST CO. NORTHBROOK, Illinois, United States Related to adviser: No Other funds reporting this name →
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG AUDITORS LIMITED
PCAOB 1297

Fund asset history · 5 annual observations Gross asset value by annual ADV filing$0$338M$675MFY 2021: $545,284,039.00FY 2021FY 2022: $457,815,200.00FY 2022FY 2023: $488,476,512.00FY 2023FY 2024: $526,056,815.00FY 2024FY 2025: $675,273,584.00FY 2025

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Fiscal yearGross assetsBeneficial ownersADV filed
2021$545,284,03929Mar 30, 2022
2022$457,815,20031Mar 30, 2023
2023$488,476,51234Mar 27, 2024
2024$526,056,81535Mar 31, 2025
2025$675,273,58435Mar 31, 2026
Filing source

Form ADV 2072546 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9979980461

Reported by STRATEGIC INVESTMENT MANAGEMENT, LLC (CRD 104862).

Annual Updating Amendment for Registered Adviser · fiscal year 2025.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Dierk Flemming Executive
Kenneth Grossfield Executive
Myshel Guillory Executive
Nicole Kraus Executive
Stephen Mandella Executive
Michelle Mc Closkey Director
Brian Murdock Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1001 19 Th Street North, 17 Th Floor
Arlington, VA, 22209
Phone: 703-243-4433