Federated Global Investment Management Corp.

RIASEC RegisteredEst. 1995

Total AUM

$14.1B

Discretionary

$14.1B

100% of AUM

Avg account

$170M

Accounts

Employees

Advisory reps

210

Firm details

Headquarters: New York, New York
CRD number: 106277
Registered since: June 22, 1995
Website: www.federatedinvestors.com
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Investment Companies87.81%
Pooled Investment Vehicles6.15%
Pension & Profit Sharing Plans4.51%
Corporations / Businesses1.37%
HNWI0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Federated Global Investment Management Corp. is a corporate, institutional registered investment adviser that has been SEC-registered since 1995. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator. Its advisory activities span discretionary portfolio management for individuals, small businesses, investment companies, pooled investment vehicles, and other businesses or institutions. The firm also engages in selection of other advisers and runs educational seminars/workshops. Business activities include functioning as a CPO/CTA and sponsoring or acting as GP/managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM billing plus performance-based fees and other structures. The firm does not position itself as an active ESG investor.