Susquehanna Investment Group

Broker-DealerFINRA MemberEst. 1987

Total AUM

—

Advisory reps

69

Avg account

$0

Firm details

Headquarters: Bala Cynwyd, Pennsylvania
CRD number: 33875
Registered since: March 23, 1987
Website: www.sig.com

Firm profile

FINTRX

Overview

Susquehanna Investment Group is organized as a partnership and has been SEC-registered since 1987. FINTRX categorizes its ownership as a mix of a domestic entity and individual owners. The dataset provides limited detail on client types, fee schedules, or specific advisory activities; it does note the firm is not flagged as an active ESG investor, not a multi-state adviser, and not a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Vincent Hegarty
Chief Compliance OfficerCRD 1564639

Contacts

3 of 68

Faith Clayton
Software EngineerCRD 7710416
Maanav Singh
Quantitative DeveloperCRD 8060750
Braden Lenz
Software EngineerCRD 8170750

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2,880

Active vs passive

$36.1B in ETFs

Passive

90%

$32.5B

Active

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%

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Primary office

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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