Susquehanna Financial Group, Lllp
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 35865
- Registered since
- July 15, 1994
- Website
- sig.com
Firm profile
FINTRXOverview
Susquehanna Financial Group, Lllp is an SEC-registered advisory entity first registered in 1994 and organized under a nonstandard legal form described as "Other Types of Legal Formation." Ownership records indicate both a domestic entity and at least one individual stakeholder. The firm's FINTRX profile does not place it into a common RIA classification and it is not identified as a capital allocator or an active ESG investor. The profile supplied to FINTRX contains limited detail about advisory offerings, client segments, or fee arrangements. That absence of disclosure, combined with the compact public holdings footprint, suggests the firm either operates in a niche capacity, uses instruments that do not appear on 13F filings, or focuses on activities outside traditional long-only equity management.
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Joseph Sellitto
Chief Executive OfficerCRD 1408978
Contacts
3 of 222Michael Doherty
CCOCRD 703900
Joseph Muratore
Associate DirectorCRD 1241600
John Gonzalez
Senior Equity/Derivatives TraderCRD 1541466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$18.5M in ETFs
100%
$18.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI BRAZIL ETF (EWZ) | BlackRock | Passive | Latin America Stock | $9.2M | 410,656 | 50.00% |
Location
Bala Cynwyd, PA
Montgomery
Location
Bala Cynwyd, PA
Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 401 E City Ave
- Time zone
- ET (UTC-5)
- Office locations
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