Strategic Global Balanced Trust of ARLINGTON, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-03-06. $73.8M was reported sold. Industry: Pooled Investment Fund.
| Name | Role | Location |
|---|---|---|
| Dierk Flemming | Executive Officer | Arlington, VA |
| Nicole Kraus | Executive Officer | Arlington, VA |
| Kenneth Grossfield | Executive Officer | Arlington, VA |
| Michael Duffy | Executive Officer | Boston, MA |
| Myshel Guillory | Executive Officer | Arlington, VA |
| Michelle McCloskey | Director | Arlington, VA |
| Brian Murdock | Executive Officer | Arlington, VA |
| Stephen Mandella | Executive Officer | Arlington, VA |
| Carol Grefenstette | Executive Officer | Arlington, VA |
| Hilda Ochoa-Brillembourg | Executive Officer | Arlington, VA |
| Mary Choksi | Executive Officer | Arlington, VA |
Showing 15 of 17 filings.
| Filed | Form | Offering | Sold |
|---|---|---|---|
| 2026-03-02 | D | — | $86.7M |
| 2025-03-04 | D | — | $76.9M |
| 2023-03-07 | D | — | $67.5M |
| 2022-03-07 | D | — | $74.3M |
| 2021-02-22 | D/A | — | $70.8M |
| 2020-03-16 | D/A | — | $63.0M |
| 2019-03-13 | D/A | — | $65.8M |
| 2018-03-12 | D | — | $103.0M |
| 2017-03-15 | D/A | — | $119.8M |
| 2016-03-14 | D/A | — | $129.7M |
| 2015-03-13 | D/A | — | $136.8M |
| 2014-03-14 | D | — | $149.4M |
| 2013-03-15 | D/A | — | $57.6M |
| 2012-03-15 | D/A | — | $33.2M |
| 2011-03-14 | D/A | — | $34.8M |