GE Investment Management

RIASEC RegisteredEst. 2022
Total AUM
$24.4B
Discretionary
$24.4B
100% of AUM
Avg account
$24.4B
Accounts
1
Employees
5
Advisory reps
4

Firm details

Headquarters
Norwalk, Connecticut
CRD number
323648
Registered since
November 21, 2022
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

GE Investment Management is a corporate, SEC-registered institutional registered investment adviser that began its SEC registration in 2022. The firm describes itself as a capital allocator serving institutional clients and is organized to provide portfolio management for pooled investment vehicles and to select and oversee other advisers. Its ownership is listed as a combination of a domestic entity and an individual, and it reports an industry affiliation with an insurance company. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. Fee arrangements are categorized as "other" rather than a standard wrap or AUM-only model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Harshal Chaudhari

    President, Chief Investment OfficerCRD 7641928

  • Vaidheesh Krishnamurti

    Vaidheesh Krishnamurti

    COO & CFOCRD 5083679

Contacts

2 of 2
  • Daniel Furman

    CRD 8086042

  • Gregory Bouleris

    Gregory Bouleris

    Managing DirectorCRD 7708724

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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ETF holdings

1 of 5

Active vs passive

$1.7M in ETFs

Passive

47%

$779K

Active

53%

$885K

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN)State StreetActiveBank Loan$443K11,03726.62%

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, 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
Fairfield
Address
901 Main Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth