GE Investment Management
Firm details
- Headquarters
- Norwalk, Connecticut
- CRD number
- 323648
- Registered since
- November 21, 2022
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
GE Investment Management is an institutional RIA and capital allocator that serves institutional clients. The firm is organized as a corporation, registered with the SEC in 2022, and describes its advisory activities as running portfolios for pooled investment vehicles and selecting third‑party advisers. It identifies as an affiliate of an insurance company and does not classify itself as an active ESG investor. Fee arrangements are listed as “other,” and the firm is focused on institutional mandates rather than retail households.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Harshal Chaudhari
President, Chief Investment OfficerCRD 7641928
Vaidheesh Krishnamurti
COO & CFOCRD 5083679
Contacts
2 of 2Daniel Furman
CRD 8086042
Gregory Bouleris
Managing DirectorCRD 7708724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$1.7M in ETFs
47%
$776K
53%
$890K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN) | State Street | Active | Bank Loan | $445K | 11,037 | 26.69% |
Location
Norwalk, CT
Fairfield
Location
Norwalk, CT
Headquartered in Norwalk, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 901 Main Ave
- Time zone
- ET (UTC-5)
- Office locations
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