Senvest Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$514M
Accounts
8
Employees
25
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
137312
Registered since
March 20, 2012
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99%
  • Corporations / Businesses1%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Senvest Management, LLC is a privately owned LLC that operates as a hedge fund manager and registered investment adviser. SEC registration dates to 2012. The firm serves an institutional client base, charges both a percentage-of-assets fee and performance-based fees, and performs portfolio management for pooled investment vehicles as well as for businesses and institutions. Senvest also operates in roles associated with pooled vehicles—serving as sponsor, general partner/managing member—and is registered to act as a CPO/CTA, indicating use of commodity/derivatives strategies alongside its equity activity. The firm 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: Non-Exchange Traded Equities 40%, Cash & Cash Equivalents 32%, Exchange Traded Equities 16%, Non-Investment Grade Corp Bonds 12%40%
  • Non-Exchange Traded Equities40%
  • Cash & Cash Equivalents32%
  • Exchange Traded Equities16%
  • Non-Investment Grade Corp Bonds12%

Owners & executives

3 of 3
  • Harilaos Trahanas

    Chief Compliance OfficerCRD 4890792

  • Brian Gonick

    Brian Gonick

    Co-Chief Investment OfficerCRD 1563853

  • Richard Mashaal

    Chief Compliance OfficerCRD 1567472

Contacts

2 of 2
  • George Malikotsis

    Vice President, FinanceCRD 5361123

  • Robert Katz

    Robert Katz

    Senior Managing DirectorCRD 3118603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
540 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth