Form D · Other Investment Fund

Strategic U.S. Equity Extended Fund, L.P.

Arlington, VA · CIK 0002014451

Offering snapshot reported Mar 2, 2026 · SEC filing

Reported sold: $685M
Investors reported: 7
Minimum accepted: $5M
First sale: Jun 30, 2024

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 2, 2026	Initial	$685,267,206	No comparison	7	SEC filing
Mar 4, 2025	Initial	$567,207,774	No comparison	7	SEC filing
Jul 2, 2024	Initial	$523,146,866	No comparison	1	SEC 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: 021-575097

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 U.S. EQUITY EXTENDED FUND, L.P.

Investment adviser: STRATEGIC INVESTMENT MANAGEMENT, LLC

Gross asset value: $707M
Beneficial owners: 7
ADV minimum commitment: $5M

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 LLP DALLAS, Texas, United States Other funds reporting this name →

Custodian NORTHBROOK BANK AND TRUST CO. NORTHBTOOK, 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 LLP
PCAOB 185

Fund asset history · 2 annual observations

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Fiscal year	Gross assets	Beneficial owners	ADV filed
2024	$567,265,054	7	Mar 31, 2025
2025	$707,319,684	7	Mar 31, 2026

Filing source

Form ADV 2072546 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8547555946

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
Name	Reported role
Dierk Flemming	Executive
Kenneth Grossfield	Executive
Nicole Kraus	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

1001 19 Th Street North, 17 Th Floor
Arlington, VA, 22209
Phone: 7032434433