Samlyn Capital, LLC

RIASEC RegisteredEst. 2012
Total AUM
$9.7B
Discretionary
$9.7B
100% of AUM
Avg account
$880M
Accounts
11
Employees
33
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
158296
Registered since
March 30, 2012
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.73%
  • Pension & Profit Sharing Plans1.27%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Samlyn Capital, LLC is a hedge fund structured as a limited liability company and registered with the SEC since 2012. The firm serves institutional clients and operates as a commodity pool operator/commodity trading advisor and as sponsor/GP for pooled vehicles. Its advisory remit emphasizes portfolio management for pooled investment vehicles and for business or institutional investors. Compensation combines a percentage-of-AUM fee with performance-based fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

3 of 3
  • Steven Wagshal

    Steven Wagshal

    Chief Operating OfficerCRD 2401238

  • Aaron Foxbruner

    Aaron Foxbruner

    CFOCRD 4237940

  • Michael Barry

    General Counsel and Chief Compliance OfficerCRD 6021147

Contacts

1 of 1
  • Robert Pohly

    Portfolio ManagerCRD 2526723

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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ETF holdings

1 of 4

Active vs passive

$73.6M in ETFs

Passive

100%

$73.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF (XLY)State StreetPassiveConsumer Cyclical$24.4M208,26133.21%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
500 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth