Shannon River Fund Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$905M
Discretionary
$905M
100% of AUM
Avg account
$113M
Accounts
8
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
161538
Registered since
March 7, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Shannon River Fund Management, LLC is an SEC-registered hedge fund adviser formed in 2012 and organized as an LLC. The firm focuses on portfolio management for pooled investment vehicles and acts as sponsor, general partner, and managing member of those vehicles. Its client base is institutional, and its compensation includes percentage-of-AUM and performance-based fees (plus other fee arrangements). Shannon River does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator.

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

1 of 1
  • Robert Zurl

    Chief Compliance Officer And Chief Financial OfficerCRD 2848086

Contacts

1 of 1
  • Spencer Waxman

    Owner & Managing PartnerCRD 4771415

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
575 Lexington Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth