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Private raises · SEC Form D

Strategic Global Balanced Trust: $87 million Raised, SEC Form D Filings

Private fund · Pooled Investment Fund · VA · SEC CIK 1003594

Form D notices

A Form D tells the SEC that an issuer sold securities without a public offering. Amounts are as the issuer reported them; an amendment updates an earlier notice.

FiledTypeOfferingSoldIndustry
2 Mar 2026New noticeNot fixed$87 millionPooled Investment Fund, Other Investment FundForm D

Questions and answers

How much has Strategic Global Balanced Trust raised?
Strategic Global Balanced Trust reported $87 million sold in its largest Form D notice on file; its latest notice was filed on 2 March 2026. Form D amounts are what the issuer reported to the SEC.
What is Strategic Global Balanced Trust?
Strategic Global Balanced Trust is a private fund (other investment fund) in pooled investment fund, based in Arlington, Virginia, according to its SEC Form D filings.
How many Form D notices has Strategic Global Balanced Trust filed?
1 notice between 2 March 2026 and 2 March 2026 in Tamarly's record, which starts on 1 October 2025.
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Source: SEC EDGAR, Form D (public domain). Cite this page: Tamarly Intelligence, "Strategic Global Balanced Trust: SEC Form D filings", https://app.tamarly.ai/raisers/1003594, built from SEC EDGAR.

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Strategic Global Balanced Trust: $87 million Raised, SEC Form D Filings | Tamarly