FEDERATED INVESTMENT MANAGEMENT COMPANY

RIASEC RegisteredEst. 1989
Total AUM
$590B
Discretionary
$590B
100% of AUM
Avg account
$8.3B
Accounts
71
Employees
106
Advisory reps
9

Firm details

Headquarters
PITTSBURGH, Pennsylvania
CRD number
105138
Registered since
June 12, 1989
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Federated Investment Management Company is an institutional-focused investment manager and capital allocator that has been SEC-registered since 1989. The firm is organized as an “other” type entity and is owned by a combination of domestic entities and individuals. Its business mix includes portfolio management for investment companies and the selection of sub‑advisers, and it operates in roles that extend beyond traditional advisory work—serving as a commodity pool operator or commodity trading adviser and sponsoring pooled investment vehicles. Fee arrangements include percentage-of-AUM billing (and other fee types), and the firm is not positioned as an active ESG investor. Federated maintains multiple industry affiliations and functions that support a broad product and operational footprint: it is connected with broker‑dealer activities, operates as an investment adviser in additional capacities, and has ties to trust company services. The firm’s sponsor and GP roles for limited partnerships and other pooled vehicles indicate a willingness to operate and oversee vehicles that require specialized governance and operational infrastructure.

Assets & Accounts

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

Owners & executives

3 of 3
  • THOMAS ROBERT DONAHUE

    Chief Financial Officer, Vice PresidentCRD 2766434

  • JOHN DONAHUE

    President, Chief Executive OfficerCRD 814703

  • STEPHEN VAN METER

    Vice President and Chief Compliance OfficerCRD 6020413

Contacts

3 of 6
  • GEORGE MAGERA

    Assistant General CounselCRD 6253726

  • James Gallagher

    TrusteeCRD 6918914

  • PAUL UHLMAN

    PresidentCRD 2043674

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PITTSBURGH, PA

ALLEGHENY

Location

PITTSBURGH, PA

Headquartered in PITTSBURGH, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
1001 Liberty Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth