SRB CORPORATION
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 161163
- Registered since
- March 30, 2012
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Insurance Companies95.24%
- Corporations / Businesses4.76%
Firm profile
FINTRXOverview
SRB Corporation is a corporation-structured registered adviser that has been SEC registered since 2012 and serves institutional clients. Its clients are charged on a percentage-of-AUM basis. The firm reports an insurance-company affiliation and does not identify itself as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. SRB does not position itself as a capital allocator; instead it appears to use external managers and public markets to implement strategies for its institutional clientele.
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
Asset composition
- Exchange Traded Equities38%
- Investment Grade Corp Bonds31%
- Non-Exchange Traded Equities18%
- Non-Investment Grade Corp Bonds10%
- US Government Bonds2%
Contacts
3 of 4WILLIAM HARTRANFT
DirectorCRD 7088165
JAMES BAILEY
OwnerCRD 10238
FREDERICK CHILDS
Vice PresidentCRD 2172340
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$1.2B in ETFs
100%
$1.2B
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $113M | 853,424 | 9.51% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 695 Atlantic Ave
- Time zone
- ET (UTC-5)
- Office locations
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