Shenkman Capital Management, Inc.

RIASEC Registered
Total AUM
$36.5B
Discretionary
$36.5B
100% of AUM
Avg account
$230M
Accounts
159
Employees
149
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
112192
Registered since
September 6, 1985
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles31.17%
  • State / Municipal Government19.75%
  • Insurance Companies19.72%
  • Corporations / Businesses12.55%
  • Investment Companies7.7%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Shenkman Capital Management, Inc. is a corporation that operates as a multi-faceted fund manager and sponsor, combining hedge-fund, securitized-asset and other pooled-investment strategies. The firm is registered with the SEC (registered in 1985) and provides portfolio management across client segments that include individuals and families as well as institutional investors. It serves as a CPO/CTA and acts as sponsor or general partner for pooled vehicles. Compensation arrangements include asset-based fees and performance fees, consistent with its mix of managed accounts and private/pooled funds. The firm identifies as an active ESG investor and lists fixed-income and credit-oriented strategies among its areas of emphasis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 62%, Private Funds 15%, Other 11%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 3%, Derivatives 2%62%
  • Non-Investment Grade Corp Bonds62%
  • Private Funds15%
  • Other11%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$160M in ETFs

Passive

100%

$160M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO SENIOR LOAN ETF (BKLN)InvescoPassiveBank Loan$76.8M3,611,91748.10%

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
151 W 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth