Form D · Other Investment Fund
Strategic Global Balanced Institutional Trust II
Arlington, VA · CIK 0001407089
Offering snapshot reported Mar 2, 2026 · SEC filing
- Reported sold
- Yet to sell Indefinite offering
- Investors reported
- 0 Form D · investor count
- Minimum accepted
- $20K Reported outside-investor minimum
- First sale
- Yet to occur As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 2, 2026 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 4, 2025 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 6, 2024 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 7, 2023 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 7, 2022 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Feb 23, 2021 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 16, 2020 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 14, 2019 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 8, 2018 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 15, 2017 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 11, 2016 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 13, 2015 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 13, 2014 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 15, 2013 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 15, 2012 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 14, 2011 | Amendment | Yet to sell | No comparison | 0 | SEC filing |
| Mar 12, 2010 | Initial | Yet to sell | No comparison | 0 | SEC filing |
| Mar 16, 2009 | Initial | Yet to sell | No comparison | Not reported | SEC filing |
| Jul 16, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-575080
Source: Form D, filed Mar 2, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Mary Choksi | Executive |
| Michael Duffy | Executive |
| Dierk Flemming | Executive |
| Carol Grefenstette | Executive |
| Kenneth Grossfield | Executive |
| Myshel Guillory | Executive |
| Nicole Kraus | Executive |
| Stephen Mandella | Executive |
| Michelle Mc Closkey | Director |
| Brian Murdock | Executive |
| Hilda Ochoa Brillembourg | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
1001 Nineteenth Street North 16th Floor
Arlington, VA, 22209
Arlington, VA, 22209