SIRIS CAPITAL GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$481M
Accounts
10
Employees
24
Advisory reps
5

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
157798
Registered since
March 14, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Siris Capital Group, LLC is organized as an LLC and operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (since 2012) and reports a mix of fee arrangements that include both percentage-of-assets and performance-based fees. Siris performs portfolio management for pooled investment vehicles and also functions in sponsor/GP and managing-member roles for its funds. It is registered as a CPO/CTA and identifies itself as an active ESG investor. Ownership is noted as including both a foreign entity and an individual, and the firm does not position itself as a separate capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • DENISE ALFIERI

    Chief Compliance OfficerCRD 4574164

Contacts

3 of 4
  • JEFFREY HENDREN

    t Co-Founder & Managing PartnerCRD 2088442

  • IAN SILVERMAN

    PartnerCRD 4320410

  • PETER BERGER

    Co-Founder & Managing PartnerCRD 6020222

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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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Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
Point W Tower S Flagler Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth