Strategic Investment Fund, Inc.
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- —
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $59.1M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Strategic Investment Fund Partners | Real Estate Fund | Pennsylvania | $42.7M | 30 |
| Strategic Investment Fund Partners (2023) | Real Estate Fund | Pennsylvania | $16.4M | 23 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| North Central Health Services Inc EIN 311118357 | W Lafayette, IN | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| District 1199 Seiu The Johns Hopkins Hospital Pension Plan Johns Hopkins Hospital | 2024 | |
| Johns Hopkins Health System Corporation Retirement Plan Johns Hopkins Health System Corporation | 2024 | |
| The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation The Colonial Williamsburg Foundation | Williamsburg, VA | 2024 |
| Teledyne Technologies Incorporated Pension Plan For Defined Active Participants Teledyne Technologies Incorporated | 2024 | |
| Teledyne Technologies Incorporated Pension Plan Teledyne Technologies Incorporated | 2024 | |
| Johns Hopkins Bayview Medical Center,Inc. Represen Employees Pension Plan Johns Hopkins Bayview Medical Center,Inc Represented Employees Pension | 2024 | |
| Suburban Hospital, Inc. Retirement Income Plan Suburban Hospital Incorporated | 2024 |
Private funds (2, $59.1M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Strategic Investment Fund Partners | Real Estate Fund | $42.7M | $250K | 30 |
| Strategic Investment Fund Partners (2023) | Real Estate Fund | $16.4M | $250K | 23 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| District 1199 Seiu The Johns Hopkins Hospital Pension Plan | Johns Hopkins Hospital | 1,562 | $171M | 07/01/2024 |
| Johns Hopkins Health System Corporation Retirement Plan | Johns Hopkins Health System Corporation | 6,144 | $2.3B | 07/01/2024 |
| The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation | The Colonial Williamsburg Foundation | 1,123 | $260M | 01/01/2024 |
| Teledyne Technologies Incorporated Pension Plan For Defined Active Participants | Teledyne Technologies Incorporated | 486 | $180M | 01/01/2024 |
| Teledyne Technologies Incorporated Pension Plan | Teledyne Technologies Incorporated | 52 | $546M | 01/01/2024 |
| Johns Hopkins Bayview Medical Center,Inc. Represen Employees Pension Plan | Johns Hopkins Bayview Medical Center,Inc Represented Employees Pension | 351 | $31.2M | 01/01/2024 |
| Suburban Hospital, Inc. Retirement Income Plan | Suburban Hospital Incorporated | 1,534 | $65.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| North Central Health Services Inc | Public charity | $540M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 864 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗