SAMLYN CAPITAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$9.7B
Discretionary
$9.7B
100% of AUM
Avg account
$880M
Accounts
11
Employees
33
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
158296
Registered since
March 30, 2012
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.73%
  • Pension & Profit Sharing Plans1.27%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Samlyn Capital, LLC is an SEC‑registered hedge fund structured as an LLC and operating since 2012. The firm serves institutional clients and functions as a commodity pool operator/commodity trading advisor (CPO/CTA) while also acting as sponsor, general partner and managing member of pooled investment vehicles. Advisory activities emphasize portfolio management for pooled vehicles and for businesses or institutional investors. Compensation includes a percentage-of-AUM management fee paired with performance-based fees. Samlyn does not identify as an active ESG investor.

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

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

3 of 3
  • STEVEN WAGSHAL

    Chief Operating OfficerCRD 2401238

  • AARON FOXBRUNER

    CFOCRD 4237940

  • MICHAEL BARRY

    General Counsel and Chief Compliance OfficerCRD 6021147

Contacts

1 of 1
  • ROBERT POHLY

    Portfolio ManagerCRD 2526723

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$59M in ETFs

Passive

100%

$59M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF (XLY)State StreetPassiveConsumer Cyclical$19.6M179,76333.20%

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
500 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth