Susquehanna Investment Group
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 33875
- Registered since
- March 23, 1987
- Website
- www.sig.com
Firm profile
FINTRXOverview
Susquehanna Investment Group is organized as a partnership and has been SEC-registered since 1987. FINTRX identifies the owner type as a mix of a domestic entity and individual ownership and classifies the firm as "unclassified" rather than assigning it a standard advisory subtype. The snapshot data flags several non‑advisory characteristics: the firm is not listed as a capital allocator, is not recorded as an active ESG investor, is not a multi‑state adviser, and is not a pension consultant or related adviser. Those attributes, together with the limited advisory metadata available in FINTRX, indicate the dataset treats Susquehanna primarily in terms of its trading and 13F disclosure activity rather than as a conventional retail or institutional advisory business.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1Vincent Hegarty
Chief Compliance OfficerCRD 1564639
Contacts
3 of 69Michael Doherty
CCOCRD 703900
Jeffrey Yass
Managing DirectorCRD 1802451
Arthur Dantchik
Managing DirectorCRD 1802453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,880Active vs passive
$36.1B in ETFs
90%
$32.5B
6%
$3.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.9B | 14,608,579 | 30.26% |
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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