SRS INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$13.9B
Discretionary
$13.9B
100% of AUM
Avg account
$2B
Accounts
7
Employees
32
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
157630
Registered since
March 30, 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

SRS Investment Management, LLC is a hedge-fund manager that focuses on pooled investment vehicles and acts in capacities consistent with a CPO/CTA. The firm is SEC-registered (since 2012) and markets its services to institutional clients. Its compensation combines a percentage of assets under management with performance-based fees, and it is organized as a limited liability company with domestic/individual ownership. SRS does not present itself as an ESG investor and is not registered as a multi-state adviser.

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

Owners & executives

1 of 1
  • STEPHEN KUSSACK

    Chief Financial OfficerCRD 5258077

Contacts

2 of 2
  • KARTHIK SARMA

    Managing PartnerCRD 6027349

  • DAVID ZALES

    Partner, CCOCRD 5073573

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

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
1 Bryant Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth