Senator Investment Group LP

RIASEC RegisteredEst. 2012
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$547M
Accounts
9
Employees
26
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
160935
Registered since
February 24, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Senator Investment Group LP is organized as a limited partnership and operates as a multi-strategy investment manager with activities spanning hedge funds, private equity and pooled investment vehicles. The firm is SEC-registered (since 2012) and serves institutional clients. Its business lines include commodity pool operator/commodity trading adviser (CPO/CTA) activity and portfolio management for pooled vehicles; it also acts as sponsor or general partner of pooled investment vehicles. Fee terms combine a percentage of assets under management with performance-based fees. The firm does not position itself as an external capital allocator and 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

Owners & executives

3 of 3
  • Kyla Hamilton

    Chief Compliance OfficerCRD 7875776

  • Douglas Silverman

    Douglas Silverman

    Chief Executive OfficerCRD 4232157

  • Edward Larmann

    COOCRD 4873776

Contacts

1 of 1
  • Evan Gartenlaub

    General CounselCRD 5272351

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

$195M in ETFs

Passive

100%

$195M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$184M246,00094.33%

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
124 E 14th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth