Shenkman Capital Management, Inc.

RIASEC RegisteredEst. 1985
Total AUM
$35.1B
Discretionary
$35.1B
100% of AUM
Avg account
$203M
Accounts
173
Employees
146
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 Vehicles25.56%
  • State / Municipal Government23.25%
  • Insurance Companies18.67%
  • Corporations / Businesses14.06%
  • Pension & Profit Sharing Plans9.02%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of PeriodicalsMarket Timing Services

Firm profile

FINTRX

Overview

Shenkman Capital Management, Inc. is a fixed-income–oriented investment manager established in the mid-1980s that operates as a corporation and manages a mix of pooled vehicles and discretionary mandates for both individual/family and institutional clients. The firm is structured to run hedge-style and securitized-asset strategies, acts in CPO/CTA capacities, and sponsors pooled investment vehicles as a general partner or sponsor. Its fee model combines asset-based charges with performance fees, and it also produces written market commentary and timing services. Shenkman identifies as an active ESG investor and lists portfolio management for individuals, institutions and pooled vehicles among its core advisory activities.

Assets & Accounts

Public Holdings

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: 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

3 of 4
  • Daniel Mangiero

    Daniel Mangiero

    Chief Operating OfficerCRD 5114330

  • Justin Slatky

    Justin Slatky

    Chief Investment OfficerCRD 2911120

  • Sharon Ingram

    Chief Compliance OfficerCRD 2323874

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Contacts

3 of 6
  • Adam Kurzer

    Adam Kurzer

    Vice ChairmanCRD 1646951

  • Victor Rosenzweig

    DirectorCRD 4387373

  • Jason Williams

    DirectorCRD 7973013

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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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ETF holdings

1 of 5

Active vs passive

$206M in ETFs

Passive

100%

$206M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY)BlackRockPassiveHigh Yield Bond$64.2M1,706,72331.09%

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