Santander Asset Management SA Sgiic

RIASEC RegisteredEst. 2007
Total AUM
$160B
Discretionary
$135B
85% of AUM
Avg account
$166M
Accounts
964
Employees
231
Advisory reps
9

Firm details

Headquarters
Madrid,
CRD number
143883
Registered since
July 5, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles61.03%
  • Banking / Thrift Institutions22.02%
  • Insurance Companies12.43%
  • Corporations / Businesses3.49%
  • Pension & Profit Sharing Plans1.02%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Santander Asset Management SA Sgiic is a corporate, SEC-registered institutional RIA that serves primarily institutional clients. Registered in 2007, the firm provides portfolio management for pooled investment vehicles and for businesses or institutions. Ownership is listed as a combination of foreign entity and individual interests. Its advisory fees combine percentage-of-AUM billing with performance-based fees. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or related adviser according to the source data. It maintains an affiliation with banking or thrift institutions as part of its industry relationships.

Assets & Accounts

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: Investment Grade Corp Bonds 26%, Sovereign Bonds 22%, Private Funds 20%, Derivatives 16%, Exchange Traded Equities 7%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 3%, US Government Bonds 2%26%
  • Investment Grade Corp Bonds26%
  • Sovereign Bonds22%
  • Private Funds20%
  • Derivatives16%
  • Exchange Traded Equities7%

Owners & executives

3 of 4
  • Jacobo Ortega-vich

    Jacobo Ortega-vich

    Chief Investment OfficerCRD 7089788

  • Pablo Corton-cerro

    Pablo Corton-cerro

    Chief Compliance OfficerCRD 7244456

  • Ignacio Perez-chirinos

    Chief Operations OfficerCRD 6470637

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Contacts

3 of 5
  • Lazaro De Lazaro-torres

    Board of DirectorsCRD 6177974

  • Maria Ussia-bertran

    Maria Ussia-bertran

    DirectorCRD 6470634

  • Jose Garcia

    Independent DirectorCRD 6625467

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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

Madrid, null

Location

Madrid, null

Headquartered in Madrid, null.

Address
Paseo De Ln Castellana 24
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth