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 a limited partnership that has been SEC-registered since 2012 and operates as a multi-strategy manager with activities across hedge fund and private equity strategies. The firm serves institutional clients and acts in roles such as CPO/CTA and sponsor or general partner of pooled investment vehicles, with advisory activity focused on portfolio management for those vehicles. Its fee model combines asset-based fees with performance-based compensation. Senator does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • KYLA HAMILTON

    Chief Compliance OfficerCRD 7875776

  • 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

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Recent filings

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Awards

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ETF holdings

1 of 3

Active vs passive

$47.2M in ETFs

Passive

100%

$47.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS ETF (EEM)BlackRockPassiveDiversified Emerging Mkts$32.4M570,00068.53%

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