SENDER COMPANY & PARTNERS, INC.

RIASEC RegisteredEst. 2021
Total AUM
$265M
Discretionary
$265M
100% of AUM
Avg account
$53M
Accounts
5
Employees
18
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
282319
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sender Company & Partners, Inc. is a corporation registered as an SEC adviser in 2021 that operates as a hedge fund manager focused on institutional clients. The firm serves as a sponsor, general partner and managing member of pooled investment vehicles and performs portfolio management for those pooled vehicles. It is also registered as a CPO/CTA and charges a combination of asset-based and performance-linked fees. The firm is individually owned and does not position itself as an ESG investor. It is not listed as a multi-state adviser and does not report pension consulting or related-adviser activities.

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

3 of 3
  • MORTON LORGE

    President, Chief Legal OfficerCRD 4311048

  • ADAM SENDER

    Founder and Chief Investment OfficerCRD 2644032

  • ANDREW FLUG

    Chief Operating OfficerCRD 6633388

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$36.5M in ETFs

Passive

92%

$33.5M

Active

8%

$3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV)State StreetPassiveHealth$11.2M76,20130.58%

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
401 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth