Federated Global Investment Management Corp.

RIASEC Registered
Total AUM
$14.1B
Discretionary
$14.1B
100% of AUM
Avg account
$170M
Accounts
83
Employees
39
Advisory reps
216

Firm details

Headquarters
New York, New York
CRD number
106277
Registered since
June 22, 1995
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Investment Companies87.81%
  • Pooled Investment Vehicles6.15%
  • Pension & Profit Sharing Plans4.51%
  • Corporations / Businesses1.37%
  • HNWI0.09%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Federated Global Investment Management Corp. is a corporate, institutional registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Its business model combines traditional portfolio management with sponsor and manager-selection roles: the firm provides portfolio management for individuals, pooled vehicles, investment companies and institutions, selects third‑party advisers, and runs educational seminars. The firm is also identified as operating in CPO/CTA capacities and can serve as sponsor, general partner or managing member of pooled investment vehicles. Fee arrangements include asset‑based fees, performance‑linked fees and other structures. The adviser is not listed as an active ESG investor. FINTRX classifies it as an institutional RIA rather than a multi‑state adviser, even though the firm maintains a wide physical footprint (see Location & Offices).

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 99%, Non-Exchange Traded Equities 1%99%
  • Exchange Traded Equities99%
  • Non-Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
101 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth