SENDER COMPANY & PARTNERS, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 282319
- Registered since
- July 29, 2021
- Website
- www.sendercompany.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sender Company & Partners, Inc. is a corporation registered as an SEC adviser in 2021 that operates as a hedge fund manager focused on institutional clients. The firm serves as a sponsor, general partner and managing member of pooled investment vehicles and performs portfolio management for those pooled vehicles. It is also registered as a CPO/CTA and charges a combination of asset-based and performance-linked fees. The firm is individually owned and does not position itself as an ESG investor. It is not listed as a multi-state adviser and does not report pension consulting or related-adviser activities.
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 3MORTON LORGE
President, Chief Legal OfficerCRD 4311048
ADAM SENDER
Founder and Chief Investment OfficerCRD 2644032
ANDREW FLUG
Chief Operating OfficerCRD 6633388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$36.5M in ETFs
92%
$33.5M
8%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV) | State Street | Passive | Health | $11.2M | 76,201 | 30.58% |
Location
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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