Sender Company & Partners, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$265M
Discretionary
$265M
100% of AUM
Avg account
$53M
Accounts
5
Employees
18
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
282319
Registered since
July 29, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Sender Company & Partners, Inc. is organized as a corporation and operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (2021) and performs portfolio management for pooled investment vehicles while also carrying CPO/CTA responsibilities. It frequently serves as sponsor, general partner and managing member of the vehicles it runs, indicating hands-on governance and operational control over pooled products. Its client base is institutional and its compensation includes both a percentage-of-AUM component and performance-based fees. The firm is not characterized as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Morton Lorge

    Morton Lorge

    President, Chief Legal OfficerCRD 4311048

  • Adam Sender

    Founder and Chief Investment OfficerCRD 2644032

  • Andrew Flug

    Chief Operating OfficerCRD 6633388

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$16.7M in ETFs

Passive

95%

$15.8M

Active

5%

$816K

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV)State StreetPassiveHealth$3.4M21,61320.59%

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
401 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth