GE Investment Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Harshal Chaudhari
President, Chief Investment OfficerCRD 7641928

Vaidheesh Krishnamurti
COO & CFOCRD 5083679
Contacts
2 of 2Daniel Furman
CRD 8086042

Gregory Bouleris
Managing DirectorCRD 7708724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$1.7M in ETFs
47%
$779K
53%
$885K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) BLACKSTONE SENIOR LOAN ETF (SRLN) | State Street | Active | Bank Loan | $443K | 11,037 | 26.62% |
Location
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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