SRB Corporation
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 161163
- Registered since
- March 30, 2012
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies95.24%
- Corporations / Businesses4.76%
Firm profile
FINTRXOverview
SRB Corporation is a corporate, SEC-registered institutional RIA that advises predominantly institutional clients. The firm has been registered since 2012 and charges fees as a percentage of assets under management. Its investment activity is equity-focused—exchange-traded equities represent the largest component of client portfolios—but SRB also uses third-party managers to access private market and hedge fund strategies. The firm lists an affiliation with the insurance industry and does not identify as an active ESG investor or a direct capital allocator.
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
Asset composition
- Exchange Traded Equities38%
- Investment Grade Corp Bonds31%
- Non-Exchange Traded Equities18%
- Non-Investment Grade Corp Bonds10%
- US Government Bonds2%
Contacts
3 of 4
William Hartranft
DirectorCRD 7088165
James Bailey
OwnerCRD 10238
Frederick Childs
Vice PresidentCRD 2172340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$1.8B in ETFs
100%
$1.8B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $229M | 1,200,431 | 12.56% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 695 Atlantic Ave
- Time zone
- ET (UTC-5)
- Office locations
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