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 investment manager that registered with the SEC in 2022. The firm operates as a capital allocator to institutional clients and reports an owner structure that includes a domestic entity and an individual. Its advisory mandate centers on managing pooled investment vehicles and selecting external managers or sub-advisers rather than providing retail wealth management. The firm reports a fee structure categorized as "Other," is not positioned as an active ESG investor, and maintains an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

2 of 2
  • Harshal Chaudhari

    President, Chief Investment OfficerCRD 7641928

  • VAIDHEESH KRISHNAMURTI

    COO & CFOCRD 5083679

Contacts

2 of 2
  • DANIEL FURMAN

    CRD 8086042

  • GREGORY BOULERIS

    Managing DirectorCRD 7708724

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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