# Strategic Global Balanced Institutional Trust II — Form D

Strategic Global Balanced Institutional Trust II of Arlington, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-03-08. Industry: Pooled Investment Fund.

## Offering

- Filed: 2018-03-08
- Form: D
- Accession: 0000932328-18-000002
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Minimum investment: $20K
- Security types: fund interests
- SEC file number: 021-307249

## Issuer

- Name: Strategic Global Balanced Institutional Trust II
- CIK: 0001407089
- Entity type: Other
- Jurisdiction: DELAWARE
- Incorporated: 2007
- Address: 1001 Nineteenth Street North, Arlington, VA, 22209
- Phone: 703-243-4433

## Officers, directors & promoters (11)

| 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 |

## Other filings by this issuer (17)

_Showing 15 of 17 filings._

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-03-02](https://search.stillhousedata.com/formd/0001407089-26-000001) | D | — | — |
| [2025-03-04](https://search.stillhousedata.com/formd/0001407089-25-000001) | D | — | — |
| [2024-03-06](https://search.stillhousedata.com/formd/0001407089-24-000001) | D | — | — |
| [2023-03-07](https://search.stillhousedata.com/formd/0001407089-23-000001) | D | — | — |
| [2022-03-07](https://search.stillhousedata.com/formd/0000932328-22-000009) | D | — | — |
| [2021-02-23](https://search.stillhousedata.com/formd/0001407089-21-000001) | D/A | — | — |
| [2020-03-16](https://search.stillhousedata.com/formd/0001407089-20-000003) | D/A | — | — |
| [2019-03-14](https://search.stillhousedata.com/formd/0000932328-19-000012) | D/A | — | — |
| [2017-03-15](https://search.stillhousedata.com/formd/0000932328-17-000010) | D/A | — | — |
| [2016-03-11](https://search.stillhousedata.com/formd/0001407089-16-000010) | D/A | — | — |
| [2015-03-13](https://search.stillhousedata.com/formd/0001407089-15-000001) | D/A | — | — |
| [2014-03-13](https://search.stillhousedata.com/formd/0001407089-14-000001) | D/A | — | — |
| [2013-03-15](https://search.stillhousedata.com/formd/0001407089-13-000001) | D/A | — | — |
| [2012-03-15](https://search.stillhousedata.com/formd/0001407089-12-000002) | D/A | — | — |
| [2011-03-14](https://search.stillhousedata.com/formd/0001458632-11-000008) | D/A | — | — |

## More

- [CIK 1407089 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1407089&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0000932328-18-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
