ALGEBRIS INVESTMENTS (US) INC.

RIASEC RegisteredEst. 2013
Total AUM
$6.9B
Discretionary
$6.9B
100% of AUM
Avg account
$1.4B
Accounts
5
Employees
4
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
169236
Registered since
October 15, 2013
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles82.8%
  • Other17.2%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Algebris Investments (US) Inc. operates as the U.S. arm of a foreign-affiliated investment manager focused on institutional pooled vehicles. The firm’s advisory work centers on managing pooled investment vehicles where it often serves as portfolio manager and, in some cases, sponsor or general partner. Its stated business activities include CPO/CTA functions and portfolio management for pooled vehicles, and its fee arrangements include performance-based components, indicating alignment with outcome‑oriented institutional mandates. Investment activity shows a clear tilt toward credit and fixed‑income strategies. The firm’s most used asset type is non‑investment grade corporate bonds and its stated preference is fixed‑income. Algebris Investments (US) Inc. is not positioned as an active ESG investor and it is not structured as a multi‑state adviser; it registered with the SEC in 2013.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 31%, Exchange Traded Equities 21%, Sovereign Bonds 21%, Investment Grade Corp Bonds 14%, Cash & Cash Equivalents 11%, US Government Bonds 1%31%
  • 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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth