Federated Global Investment Management Corp.
Firm details
- Headquarters
- New York, New York
- CRD number
- 106277
- Registered since
- June 22, 1995
- Website
- www.federatedinvestors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 4
Stephen Van Meter
Vice President and Chief Compliance OfficerCRD 6020413

Thomas Robert Donahue
Chief Financial Officer, Vice PresidentCRD 2766434

John Donahue
President, Chief Executive OfficerCRD 814703
Contacts
3 of 208Jeffrey Antonacci
Investment Adviser RepresentativeCRD 5696193

Caitlyn Dalessandro
Global Accounts ManagerCRD 5750321

Christopher Dibartolomeo
Internal Sales ManagerCRD 5758694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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