Paloma Partners Management Company
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 138460
- Registered since
- October 17, 2011
- Website
- www.paloma.com
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Paloma Partners Management Company is a corporate-structured investment adviser formed in 2011 that operates as a hedge-fund manager for institutional clients. The firm serves a very small number of large institutional relationships and is registered to provide portfolio management for pooled investment vehicles. It also performs commodity-pool operator/commodity trading adviser (CPO/CTA) activities and acts in sponsor/GP/managing-member capacities for pooled vehicles. Paloma is not identified as an active ESG investor and is described as having an “other” fee structure. The firm is owned by an individual and does not position itself as a multi-state adviser or pension consultant; its primary client base is institutional and its business model centers on managing pooled funds and related sponsor roles rather than broad retail distribution.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 6David Friedman
Managing Director and Chief Compliance OfficerCRD 3252066
Grant Rippetoe
Chief Risk OfficerCRD 2561937
Ravi Singh
CEOCRD 2308409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$75.4K in ETFs
100%
$75.4K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $75.4K | 101 | 100.00% |
Location
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, 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
- 2 American Ln
- Time zone
- ET (UTC-5)
- Office locations
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