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 hedge fund organized as a limited partnership and registered with the SEC since 2013. The firm serves institutional clients and operates as a commodity pool operator/commodity trading advisor and as portfolio manager for pooled investment vehicles. Its fee model combines an asset-based charge with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the source data. Industry roles noted include acting as sponsor, general partner, or managing member for pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

    Chief Compliance OfficerCRD 5860170

Contacts

2 of 2
  • 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

$75.4M in ETFs

Passive

100%

$75.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$37.7M196,50050.00%

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