Strategic US Equity Trust — Form D

Strategic US Equity Trust of ARLINGTON, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2023-03-07. $642.6M was reported sold. Industry: Pooled Investment Fund.

Offering

Issuer

Officers, directors & promoters (11)

NameRoleLocation
Michelle McCloskeyDirectorArlington, VA
Myshel GuilloryExecutive OfficerArlington, VA
Dierk FlemmingExecutive OfficerArlington, VA
Nicole KrausExecutive OfficerArlington, VA
Kenneth GrossfieldExecutive OfficerArlington, VA
Michael DuffyExecutive OfficerBoston, MA
Brian MurdockExecutive OfficerArlington, VA
Stephen MandellaExecutive OfficerArlington, VA
Carol GrefenstetteExecutive OfficerArlington, VA
Hilda Ochoa-BrillembourgExecutive OfficerArlington, VA
Mary ChoksiExecutive OfficerArlington, VA

Other filings by this issuer (17)

Showing 15 of 17 filings.

FiledFormOfferingSold
2026-03-02D$2.0B
2025-03-04D$1.3B
2024-03-06D$856.1M
2022-03-07D$700.6M
2021-02-22D/A$618.8M
2020-03-16D/A$501.4M
2019-03-13D/A$499.1M
2018-03-08D$299.8M
2017-03-15D/A$232.8M
2016-03-14D/A$151.9M
2015-03-13D/A$191.5M
2014-03-14D$158.9M
2013-03-15D/A$104.1M
2012-03-15D/A$84.7M
2011-03-14D/A$63.7M

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