# Strategic Global Balanced Trust — Form D

Strategic Global Balanced Trust of ARLINGTON, VA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-03-12. $103.0M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2018-03-12
- Form: D
- Accession: 0001427934-18-000003
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.1
- Amount sold: $103.0M
- Minimum investment: $20K
- Investors: 25
- Date of first sale: 1995-10-02
- Security types: fund interests
- SEC file number: 021-307433

## Issuer

- Name: Strategic Global Balanced Trust
- CIK: 0001003594
- Entity type: Other
- Jurisdiction: DELAWARE
- Address: 1001 19TH 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/0001003594-26-000001) | D | — | $86.7M |
| [2025-03-04](https://search.stillhousedata.com/formd/0001003594-25-000001) | D | — | $76.9M |
| [2024-03-06](https://search.stillhousedata.com/formd/0000932319-24-000003) | D | — | $73.8M |
| [2023-03-07](https://search.stillhousedata.com/formd/0001003594-23-000001) | D | — | $67.5M |
| [2022-03-07](https://search.stillhousedata.com/formd/0000932328-22-000008) | D | — | $74.3M |
| [2021-02-22](https://search.stillhousedata.com/formd/0001003594-21-000001) | D/A | — | $70.8M |
| [2020-03-16](https://search.stillhousedata.com/formd/0001003594-20-000003) | D/A | — | $63.0M |
| [2019-03-13](https://search.stillhousedata.com/formd/0000932328-19-000008) | D/A | — | $65.8M |
| [2017-03-15](https://search.stillhousedata.com/formd/0000932328-17-000002) | D/A | — | $119.8M |
| [2016-03-14](https://search.stillhousedata.com/formd/0001003594-16-000001) | D/A | — | $129.7M |
| [2015-03-13](https://search.stillhousedata.com/formd/0001407089-15-000008) | D/A | — | $136.8M |
| [2014-03-14](https://search.stillhousedata.com/formd/0001427934-14-000008) | D | — | $149.4M |
| [2013-03-15](https://search.stillhousedata.com/formd/0000932328-13-000005) | D/A | — | $57.6M |
| [2012-03-15](https://search.stillhousedata.com/formd/0001407091-12-000003) | D/A | — | $33.2M |
| [2011-03-14](https://search.stillhousedata.com/formd/0001458632-11-000009) | D/A | — | $34.8M |

## More

- [CIK 1003594 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1003594&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001427934-18-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.