Sender Company & Partners, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 282319
- Registered since
- July 29, 2021
- Website
- www.sendercompany.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sender Company & Partners, Inc. is organized as a corporation and operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (2021) and performs portfolio management for pooled investment vehicles while also carrying CPO/CTA responsibilities. It frequently serves as sponsor, general partner and managing member of the vehicles it runs, indicating hands-on governance and operational control over pooled products. Its client base is institutional and its compensation includes both a percentage-of-AUM component and performance-based fees. The firm is not characterized as an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$16.7M in ETFs
95%
$15.8M
5%
$816K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $3.4M | 21,613 | 20.59% |
Location
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
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