Sachem Head Capital Management LP

RIASEC RegisteredEst. 2013
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$1.2B
Accounts
6
Employees
17
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
167173
Registered since
May 22, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sachem Head Capital Management LP is a limited partnership that operates as a hedge fund manager focused on pooled investment vehicles. The firm registered with the SEC in 2013 and serves an institutional client base. Its advisory activity centers on portfolio management for pooled vehicles, and it also functions as a sponsor/GP/managing member of such vehicles. Sachem Head charges a combination of asset-based and performance-linked fees and is active as a CPO/CTA. The firm is not positioned as a capital allocator to outside managers; rather, it runs its own funds and related vehicles. It does not report being an active ESG investor and does not identify as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michelle Godfrey

    Chief Financial OfficerCRD 6165460

  • Michael Adamski

    Michael Adamski

    Chief Compliance OfficerCRD 5860170

Contacts

2 of 2
  • Scott Ferguson

    Scott Ferguson

    Managing PartnerCRD 6173318

  • Amit Malhotra

    PartnerCRD 4782494

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$113M in ETFs

Passive

100%

$113M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$56.4M265,00050.00%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
250 W 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth