Strategic Pathway Trust is a private investment fund based in Arlington, Virginia. According to its most recent Form D, filed Mar 2, 2026, it has sold $30,544,200 of interests to 3 investors since its first sale in Jul 2023. The minimum investment it accepts from an outside investor is $100,000. 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. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Dierk Flemming; Nicole Kraus.
- Total raised
- $30,544,200Cumulative sales reported on Form D
- Investors
- 3
- First sale
- Jul 20, 2023
- Minimum investment
- $100,000
- 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 Pathway Trust
What is the minimum investment for Strategic Pathway Trust?
According to its latest Form D, filed Mar 2, 2026, the minimum investment Strategic Pathway Trust accepts from an outside investor is $100,000.
Who can invest in Strategic Pathway Trust?
Strategic Pathway 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 Pathway Trust raised?
Strategic Pathway Trust reports $30,544,200 sold from 3 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 Pathway Trust based?
Strategic Pathway Trust is based in Arlington, Virginia.
When did Strategic Pathway Trust launch?
Strategic Pathway Trust reports its first sale in Jul 2023, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private investment fund
Raised more than 68% of the 128 private investment funds based in Virginia, and more than 56% of all 10,270 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