Federated Global Investment Management Corp.

RIASEC RegisteredEst. 1995
Total AUM
$14.1B
Discretionary
$14.1B
100% of AUM
Avg account
$170M
Accounts
83
Employees
39
Advisory reps
211

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 corporation registered with the SEC since 1995 that functions as a capital allocator for both individual/family and institutional clients. The firm provides portfolio management across a range of vehicles — including separate accounts, pooled investment vehicles and investment companies — and also performs manager selection and educational workshops. Its fee arrangements include percentage-of-AUM fees as well as performance-based and other fee structures. Federated Global Investment Management Corp. lists CPO/CTA activity and sponsor/GP roles among its business affiliations and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

3 of 4
  • Thomas Robert Donahue

    Thomas Robert Donahue

    Chief Financial Officer, Vice PresidentCRD 2766434

  • John Donahue

    John Donahue

    President, Chief Executive OfficerCRD 814703

  • Stephen Auth

    Chief Investment OfficerCRD 2694169

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Contacts

3 of 207
  • Patrick Miley

    Patrick Miley

    Financial AdvisorCRD 6335607

  • William Hirt

    William Hirt

    Client Engagement Center AssociateCRD 8213245

  • Kristie Faber

    Kristie Faber

    Client Engagement Center AssociateCRD 8118282

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth