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 hedge fund adviser that serves institutional clients and is registered with the SEC (registration year 2011). The firm functions as an active manager and operator of pooled investment vehicles: it engages in portfolio management for pooled vehicles and is identified as a CPO/CTA and sponsor/GP/managing member of funds. Ownership is listed as individual, and the firm reports a fee structure categorized as "other." Paloma does not report active ESG investing and is not positioned as a multi-state adviser in the source data. Its client mix is institutional, and its business activities emphasize running and advising pooled investment vehicles rather than acting primarily as a capital allocator to outside managers.
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
ETF 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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