Siris Capital Group, LLC

RIASEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$409M
Accounts
10
Employees
24
Advisory reps
5

Firm details

Headquarters
West Palm Beach, Florida
CRD number
157798
Registered since
March 14, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Siris Capital Group, LLC is organized as a limited liability company and is registered with the SEC (registration year 2012). The firm is classified as a private equity fund that acts as sponsor, general partner, and managing member of pooled investment vehicles. Its client base is institutional, and its reported fee structure combines a percentage-of-assets component with performance-based fees. Business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles. The firm’s ownership is described as including both foreign-entity and individual stakeholders. Siris identifies as an active ESG investor and incorporates that orientation into its investment program.

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
Point W Tower S Flagler Dr
Time zone
ET (UTC-5)
Office locations

Similar firms