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 2018-03-12. $329.5M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2018-03-12
Form: D
Accession: 0001427934-18-000002
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.1
Amount sold: $329.5M
Minimum investment: $20K
Investors: 9
Date of first sale: 2008-02-29
Security types: fund interests
SEC file number: 021-307431

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	D/A	—	$190.1M
2020-03-12	D/A	—	$199.9M
2019-03-13	D/A	—	$327.7M
2017-03-15	D/A	—	$269.8M
2016-03-14	D/A	—	$268.0M
2015-03-13	D/A	—	$251.0M
2014-03-14	D	—	$148.7M
2013-03-15	D/A	—	$141.4M
2012-03-15	D/A	—	$117.0M
2011-03-14	D/A	—	$119.3M
2010-03-12	D	—	$110.9M
2009-03-17	D/A	—	$84.5M
2009-03-16	D	—	$84.5M

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