Strategic Global Balanced Trust is a private investment fund based in Arlington, Virginia. According to its most recent Form D, filed Mar 2, 2026, it has sold $86,680,656 of interests to 16 investors since its first sale in Oct 1995. The minimum investment it accepts from an outside investor is $20,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Dierk Flemming; Nicole Kraus.
- Total raised
- $86,680,656Cumulative sales reported on Form D
- Investors
- 16
- First sale
- Oct 2, 1995
- Minimum investment
- $20,000
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Dierk Flemming; Nicole Kraus
- Latest Form D
- Mar 2, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Strategic Global Balanced Trust
What is the minimum investment for Strategic Global Balanced Trust?
According to its latest Form D, filed Mar 2, 2026, the minimum investment Strategic Global Balanced Trust accepts from an outside investor is $20,000.
Who can invest in Strategic Global Balanced Trust?
Strategic Global Balanced Trust is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Strategic Global Balanced Trust raised?
Strategic Global Balanced Trust reports $86,680,656 sold from 16 investors on its Form D filed Mar 2, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Strategic Global Balanced Trust based?
Strategic Global Balanced Trust is based in Arlington, Virginia.
When did Strategic Global Balanced Trust launch?
Strategic Global Balanced Trust reports its first sale in Oct 1995.
Size compared with every private investment fund
Raised more than 80% of the 128 private investment funds based in Virginia, and more than 69% of all 10,311 that report sales.
Other funds with the same team
- Strategic Funds SPC$2.3B
- Strategic US Equity Trust$2.0B
- Strategic Portfolios (Restricted) Ltd SPC$1.8B
- Strategic Developed Markets Ex-U.S. Equity Trust$1.3B
- Strategic U.S. Equity Extended Fund, L.P.$685M
- Strategic Global Equity Trust$671M
- Strategic Emerging Markets Equity Trust$586M
- Strategic Hedge Fund Onshore Trust$308M