Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Strategic Investment Management, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
NUSH II BLC, LLCDirect owner · Schedule AInterest in STRATEGIC INVESTMENT MANAGEMENT, LLC
25% to < 50%
NORTHILL US HOLDINGS II INC.Direct owner · Schedule AInterest in STRATEGIC INVESTMENT MANAGEMENT, LLC
25% to < 50%
NORTHILL JERSEY HOLDINGS, LPIndirect owner · Schedule BInterest in NORTHILL US HOLDINGS II INC.
75%+
NORTHILL INVEST LPIndirect owner · Schedule BInterest in NORTHILL CAPITAL (JERSEY) L.P.
75%+
LANDMARK LPIndirect owner · Schedule BInterest in NORTHILL INVEST LP
75%+
NORTHILL US HOLDINGS II INC.Indirect owner · Schedule BInterest in NUSH II BLC, LLC
75%+
BERTARELLI PARTNERS LTD.Indirect owner · Schedule BInterest in LM (GP) LTD
75%+
B-FLEXION HOLDINGS (SWITZERLAND) SAIndirect owner · Schedule BInterest in B-FLEXION AM HOLDINGS LIMITED
75%+
B-FLEXION HOLDINGS (SWITZERLAND) SAIndirect owner · Schedule BInterest in B-FLEXION GP LIMITED
75%+
B-FLEXION GROUP HOLDINGS SAIndirect owner · Schedule BInterest in B-FLEXION HOLDINGS SA
75%+
ERNESTO SILVIO MAURIZIO BERTARELLIIndirect owner · Schedule BInterest in BERTARELLI PARTNERS LTD.
75%+
ERNESTO SILVIO MAURIZIO BERTARELLIIndirect owner · Schedule BInterest in B-FLEXION GROUP HOLDINGS SA
75%+
B-FLEXION HOLDINGS SAIndirect owner · Schedule BInterest in B-FLEXION HOLDINGS (SWITZERLAND) SA
75%+
ERNESTO SILVIO MAURIZIO BERTARELLIIndirect owner · Schedule BInterest in LANDMARK LP
50% to < 75%
NORTHILL CAPITAL (JERSEY) L.P.Indirect owner · Schedule BInterest in NORTHILL JERSEY HOLDINGS, LP
25% to < 50%
DONATA GUICHARD-BERTARELLIIndirect owner · Schedule BInterest in LANDMARK LP
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Strategic Investment Management, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | MELISSA LYNN LYNCHCHIEF COMPLIANCE OFFICERIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | No | CHIEF COMPLIANCE OFFICER01/2006 | Schedule APDF page 142 |
| 2 | NUSH II BLC, LLCMEMBERDomestic entity | STRATEGIC INVESTMENT MANAGEMENT, LLC | 25% to less than 50%Code C | Yes | MEMBER07/2012 | Schedule APDF page 142 |
| 3 | NICOLE WELLMANN KRAUSCHIEF EXECUTIVE OFFICER AND DIRECTORIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHIEF EXECUTIVE OFFICER AND DIRECTOR07/2024 | Schedule APDF page 142 |
| 4 | NORTHILL US HOLDINGS II INC.MEMBERDomestic entity | STRATEGIC INVESTMENT MANAGEMENT, LLC | 25% to less than 50%Code C | Yes | MEMBER02/2019 | Schedule APDF page 142 |
| 5 | EVELYN VICTORIA EXLEY GUERNSEYDIRECTORIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | Yes | DIRECTOR06/2020 | Schedule APDF page 142 |
| 6 | Ranjani KearsleyDIRECTORIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | Yes | DIRECTOR06/2021 | Schedule APDF page 142 |
| 7 | WILLIAM MURCHIE RIEGELDIRECTORIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | Yes | DIRECTOR06/2022 | Schedule APDF page 142 |
| 8 | MARKUS MAXIMILIAN KRYGIERCO-CHIEF INVESTMENT OFFICER AND DIRECTORIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | Yes | CO-CHIEF INVESTMENT OFFICER AND DIRECTOR02/2023 | Schedule APDF page 142 |
| 9 | Graham KellanDIRECTORIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | Yes | DIRECTOR08/2024 | Schedule APDF page 142 |
| 10 | DIERK ALLEN FLEMMINGGENERAL COUNSEL AND DIRECTORIndividual | STRATEGIC INVESTMENT MANAGEMENT, LLC | Less than 5%Code NA | Yes | GENERAL COUNSEL AND DIRECTOR06/2025 | Schedule APDF page 142 |
| 11 | NORTHILL JERSEY HOLDINGS, LPOWNERForeign entity | NORTHILL US HOLDINGS II INC. | 75% or moreCode E | Yes | OWNER02/2019 | Schedule BPDF page 142 |
| 12 | NORTHILL CAPITAL (JERSEY) L.P.LIMITED PARTNERForeign entity | NORTHILL JERSEY HOLDINGS, LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER01/2011 | Schedule BPDF page 142 |
| 13 | B-FLEXION AM HOLDINGS LIMITEDGENERAL PARTNERForeign entity | NORTHILL JERSEY HOLDINGS, LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER06/2012 | Schedule BPDF page 142 |
| 14 | B-FLEXION AM HOLDINGS LIMITEDGENERAL PARTNERForeign entity | NORTHILL CAPITAL (JERSEY) L.P. | Percentage not specifiedCode F | Yes | GENERAL PARTNER06/2012 | Schedule BPDF page 142 |
| 15 | NORTHILL INVEST LPLIMITED PARTNERForeign entity | NORTHILL CAPITAL (JERSEY) L.P. | 75% or moreCode E | Yes | LIMITED PARTNER11/2015 | Schedule BPDF page 142 |
| 16 | B-FLEXION GP LIMITEDGENERAL PARTNERForeign entity | NORTHILL INVEST LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER11/2015 | Schedule BPDF page 142 |
| 17 | LANDMARK LPLIMITED PARTNERForeign entity | NORTHILL INVEST LP | 75% or moreCode E | Yes | LIMITED PARTNER11/2015 | Schedule BPDF page 142 |
| 18 | ERNESTO SILVIO MAURIZIO BERTARELLILIMITED PARTNERIndividual | LANDMARK LP | 50% to less than 75%Code D | Yes | LIMITED PARTNER01/2011 | Schedule BPDF page 143 |
| 19 | DONATA GUICHARD-BERTARELLILIMITED PARTNERIndividual | LANDMARK LP | 25% to less than 50%Code C | Yes | LIMITED PARTNER01/2011 | Schedule BPDF page 143 |
| 20 | LM (GP) LTDGENERAL PARTNERForeign entity | LANDMARK LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER11/2008 | Schedule BPDF page 143 |
| 21 | NORTHILL US HOLDINGS II INC.OWNERDomestic entity | NUSH II BLC, LLC | 75% or moreCode E | Yes | OWNER02/2019 | Schedule BPDF page 143 |
| 22 | BERTARELLI PARTNERS LTD.OWNERForeign entity | LM (GP) LTD | 75% or moreCode E | Yes | OWNER06/2020 | Schedule BPDF page 143 |
| 23 | B-FLEXION HOLDINGS (SWITZERLAND) SAOWNERForeign entity | B-FLEXION AM HOLDINGS LIMITED | 75% or moreCode E | Yes | OWNER06/2020 | Schedule BPDF page 143 |
| 24 | B-FLEXION HOLDINGS (SWITZERLAND) SAOWNERForeign entity | B-FLEXION GP LIMITED | 75% or moreCode E | Yes | OWNER06/2020 | Schedule BPDF page 143 |
| 25 | B-FLEXION GROUP HOLDINGS SAOWNERForeign entity | B-FLEXION HOLDINGS SA | 75% or moreCode E | Yes | OWNER06/2024 | Schedule BPDF page 143 |
| 26 | ERNESTO SILVIO MAURIZIO BERTARELLIOWNERIndividual | BERTARELLI PARTNERS LTD. | 75% or moreCode E | Yes | OWNER08/2023 | Schedule BPDF page 143 |
| 27 | ERNESTO SILVIO MAURIZIO BERTARELLIOWNERIndividual | B-FLEXION GROUP HOLDINGS SA | 75% or moreCode E | Yes | OWNER08/2023 | Schedule BPDF page 143 |
| 28 | B-FLEXION HOLDINGS SAOWNERForeign entity | B-FLEXION HOLDINGS (SWITZERLAND) SA | 75% or moreCode E | Yes | OWNER06/2024 | Schedule BPDF page 143 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 12:07:38 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.