SENVEST MANAGEMENT, LLC

RIASEC RegisteredEst. 2012

Total AUM

$4.1B

Discretionary

$4.1B

100% of AUM

Avg account

$514M

Accounts

8

Employees

25

Advisory reps

5

Firm details

Headquarters: New York, New York
CRD number: 137312
Registered since: March 20, 2012
Website: www.senvest.com
Custodians: GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles99%
Corporations / Businesses1%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Senvest Management, LLC is a hedge fund–structured registered adviser that focuses on institutional clients and charges both an asset-based fee and performance fees. Formed as an LLC and SEC-registered since 2012, the firm reports an owner who is an individual and lists business activity as a CPO/CTA. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Non-Exchange Traded Equities40%
Cash & Cash Equivalents32%
Exchange Traded Equities16%
Non-Investment Grade Corp Bonds12%

Owners & executives

3 of 3

HARILAOS TRAHANAS
Chief Compliance OfficerCRD 4890792
BRIAN GONICK
Co-Chief Investment OfficerCRD 1563853
RICHARD MASHAAL
Chief Compliance OfficerCRD 1567472

Contacts

2 of 2

GEORGE MALIKOTSIS
Vice President, FinanceCRD 5361123
ROBERT KATZ
Senior Managing DirectorCRD 3118603

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 540 Madison Ave
Time zone: ET (UTC-5)
Office locations

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