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. 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
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 4JASDEEP 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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