SHENKMAN CAPITAL MANAGEMENT, INC.

RIASEC RegisteredEst. 1985
Total AUM
$35.1B
Discretionary
$35.1B
100% of AUM
Avg account
$203M
Accounts
173
Employees
146
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
112192
Registered since
September 6, 1985
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles25.56%
  • State / Municipal Government23.25%
  • Insurance Companies18.67%
  • Corporations / Businesses14.06%
  • Pension & Profit Sharing Plans9.02%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsMarket Timing Services

Firm profile

FINTRX

Overview

Shenkman Capital Management, Inc. is a SEC-registered investment manager established in 1985 that operates as a corporation combining hedge fund and securitized-asset strategies with other fund-management activities. The firm serves both individual/family and institutional clients and acts as a manager and sponsor of pooled vehicles (it lists sponsor/GP roles and CPO/CTA activity). Its advisory services cover portfolio management across individuals, pooled vehicles, investment companies and institutions, along with publication and market-timing services. Compensation includes both percentage-of-AUM fees and performance-based fees. The firm identifies as an active ESG investor. Shenkman is characterized by a fixed-income orientation and multi-vehicle product mix — running private funds, securitized-asset vehicles and hedge strategies while also allocating to external alternative managers. The firm reports responsibilities typical of a multifaceted fund manager: managing separate accounts and pooled funds and sponsoring limited partnerships and other pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 62%, Private Funds 15%, Other 11%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 3%, Derivatives 2%62%
  • Non-Investment Grade Corp Bonds62%
  • Private Funds15%
  • Other11%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • DANIEL MANGIERO

    Chief Operating OfficerCRD 5114330

  • JUSTIN SLATKY

    Chief Investment OfficerCRD 2911120

  • SHARON INGRAM

    Chief Compliance OfficerCRD 2323874

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Contacts

3 of 6
  • ADAM KURZER

    Vice ChairmanCRD 1646951

  • VICTOR ROSENZWEIG

    DirectorCRD 4387373

  • JASON WILLIAMS

    DirectorCRD 7973013

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 5

Active vs passive

$206M in ETFs

Passive

100%

$206M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY)BlackRockPassiveHigh Yield Bond$64.2M1,706,72331.09%

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
151 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth