MAGNETAR FINANCIAL LLC

RIASEC RegisteredEst. 2005
Total AUM
$32B
Discretionary
$30.7B
96% of AUM
Avg account
$444M
Accounts
72
Employees
209
Advisory reps
7

Firm details

Headquarters
EVANSTON, Illinois
CRD number
136045
Registered since
August 30, 2005
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles96.11%
  • Other Investment Advisers2.52%
  • Insurance Companies1.13%
  • Banking / Thrift Institutions0.23%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Magnetar Financial LLC is a hedge fund manager organized as an LLC and SEC-registered since 2005. The firm primarily serves institutional clients and operates as an active manager across pooled vehicles and institutional mandates. Magnetar performs portfolio management for pooled investment vehicles, manages portfolios for businesses and institutions, serves as sponsor/GP of pooled vehicles, and selects third‑party advisers; it also carries CPO/CTA responsibilities. The firm charges both asset‑based and performance fees and identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • THOMAS SHERWOOD

    Co-Chief Operating OfficerCRD 2372231

  • Nathan Raschke

    Chief Financial OfficerCRD 8110950

  • HAYLEY STEIN

    Chief Compliance OfficerCRD 6159987

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Contacts

3 of 3
  • KARL WACHTER

    PartnerCRD 713835

  • ROSS LASER

    Co-founder and PresidentCRD 2353109

  • DAVID SNYDERMAN

    Managing PartnerCRD 3109977

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EVANSTON, IL

COOK

Location

EVANSTON, IL

Headquartered in EVANSTON, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
1603 Orrington Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth