# Strategic Global Balanced Institutional Trust I — Form D

Strategic Global Balanced Institutional Trust I of Arlington, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2010-03-12. $110.9M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2010-03-12
- Form: D
- Accession: 0001407091-10-000001
- Industry: Pooled Investment Fund
- Exemptions: 06, 3C, 3C.1
- Amount sold: $110.9M
- Minimum investment: $20K
- Investors: 2
- Date of first sale: 2008-02-29
- Security types: fund interests
- SEC file number: 021-106171

## Issuer

- Name: Strategic Global Balanced Institutional Trust I
- CIK: 0001407091
- Entity type: Other
- Jurisdiction: DE
- Incorporated: 2007
- Address: 1001 Nineteenth Street, Arlington, VA, 22209
- Phone: 703-243-4433

## Officers, directors & promoters (7)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Grossfield | Executive Officer | Arlington, VA |
| Michael Duffy | Executive Officer | Boston, MA |
| 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 (13)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2021-02-22](https://search.stillhousedata.com/formd/0001407091-21-000001) | D/A | — | $190.1M |
| [2020-03-12](https://search.stillhousedata.com/formd/0001407091-20-000004) | D/A | — | $199.9M |
| [2019-03-13](https://search.stillhousedata.com/formd/0000932328-19-000005) | D/A | — | $327.7M |
| [2018-03-12](https://search.stillhousedata.com/formd/0001427934-18-000002) | D | — | $329.5M |
| [2017-03-15](https://search.stillhousedata.com/formd/0000932328-17-000003) | D/A | — | $269.8M |
| [2016-03-14](https://search.stillhousedata.com/formd/0001003594-16-000002) | D/A | — | $268.0M |
| [2015-03-13](https://search.stillhousedata.com/formd/0001407089-15-000007) | D/A | — | $251.0M |
| [2014-03-14](https://search.stillhousedata.com/formd/0001427934-14-000009) | D | — | $148.7M |
| [2013-03-15](https://search.stillhousedata.com/formd/0000932328-13-000006) | D/A | — | $141.4M |
| [2012-03-15](https://search.stillhousedata.com/formd/0001407091-12-000001) | D/A | — | $117.0M |
| [2011-03-14](https://search.stillhousedata.com/formd/0001458632-11-000007) | D/A | — | $119.3M |
| [2009-03-17](https://search.stillhousedata.com/formd/0001423274-09-000019) | D/A | — | $84.5M |
| [2009-03-16](https://search.stillhousedata.com/formd/0001423274-09-000007) | D | — | $84.5M |

## More

- [CIK 1407091 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1407091&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001407091-10-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.