SRS Investment Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$13.9B
Discretionary
$13.9B
100% of AUM
Avg account
$2B
Accounts
7
Employees
32
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
157630
Registered since
March 30, 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

SRS Investment Management, LLC is a SEC-registered investment manager (registered in 2012) that operates as a hedge fund manager and pooled-vehicle adviser. The firm is structured as an LLC and serves primarily institutional clients. Its business activities include acting as a CPO/CTA and sponsoring or serving as GP/managing member of pooled investment vehicles. SRS charges a combination of asset-based fees and performance fees and does not identify as a capital allocator or an active ESG investor. It is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Stephen Kussack

    Stephen Kussack

    Chief Financial OfficerCRD 5258077

Contacts

2 of 2
  • Karthik Sarma

    Karthik Sarma

    Managing PartnerCRD 6027349

  • David Zales

    David Zales

    Partner, CCOCRD 5073573

Wealth teams

FINTRX

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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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
1 Bryant Park
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth