Algebris Investments (US) Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 169236
- Registered since
- October 15, 2013
- Website
- www.algebris.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles82.8%
- Other17.2%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Algebris Investments (US) Inc. is the U.S. registered affiliate of a broader, cross-border investment group; the firm was registered with the SEC in 2013 and operates as an institutional registered investment adviser. Its client focus is institutional investors, and its business model centers on managing pooled investment vehicles rather than serving retail households. The firm performs sponsor/GP roles and functions as a commodity pool operator or commodity trading advisor in addition to acting as an investment adviser to funds. Fee arrangements include performance-based and other non-standard structures, consistent with incentive-fee fund management. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Asset composition
- Non-Investment Grade Corp Bonds31%
- Exchange Traded Equities21%
- Sovereign Bonds21%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents11%
Contacts
3 of 4
Jasdeep Sanghera
Head of ComplianceCRD 6256707

Mark Conrad
Portfolio ManagerCRD 6048914
Sebastiano Pirro
Portfolio ManagerCRD 8060549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 699 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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