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
212

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

3 of 4
  • Stephen Van Meter

    Stephen Van Meter

    Vice President and Chief Compliance OfficerCRD 6020413

  • Thomas Robert Donahue

    Thomas Robert Donahue

    Chief Financial Officer, Vice PresidentCRD 2766434

  • John Donahue

    John Donahue

    President, Chief Executive OfficerCRD 814703

Unlock 1 more executives →

Contacts

3 of 208
  • Jeffrey Antonacci

    Jeffrey Antonacci

    Investment Adviser RepresentativeCRD 5696193

  • Caitlyn Dalessandro

    Caitlyn Dalessandro

    Global Accounts ManagerCRD 5750321

  • Christopher Dibartolomeo

    Christopher Dibartolomeo

    Internal Sales ManagerCRD 5758694

Unlock 205 more contacts →

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