Ssga Funds Management, Inc.

RIASEC RegisteredEst. 2001
Total AUM
$1.4T
Discretionary
$1.4T
100% of AUM
Avg account
$5B
Accounts
287
Employees
241
Advisory reps
13

Firm details

Headquarters
Boston, Massachusetts
CRD number
111242
Registered since
April 6, 2001
Custodians
STATE STREET BANK AND TRUST COMPANY, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Investment Companies96.31%
  • Pooled Investment Vehicles2.68%
  • Pension & Profit Sharing Plans1.01%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

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Overview

Ssga Funds Management, Inc. is a U.S.-registered corporate investment manager active since 2001 that operates across multiple fund structures. The firm is classified as a multifaceted manager with hedge fund and private equity activities and serves primarily institutional clients. Its business model centers on portfolio management for investment companies, pooled investment vehicles and institutional/business accounts; the firm also provides pension consulting and selects sub‑advisers. Ssga Funds Management functions in roles consistent with a commodity pool operator/commodity trading adviser and lists affiliations spanning broker-dealer, trust, banking, insurance and sponsor/GP activities. The firm identifies as an active ESG investor and charges fees as a percentage of assets under management.

Assets & Accounts

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: Derivatives 75%, Private Funds 16%, Other 8%75%
  • Derivatives75%
  • Private Funds16%
  • Other8%

Owners & executives

3 of 6
  • Ann Carpenter

    Ann Carpenter

    Chief Operating OfficerCRD 6329553

  • Timothy Corbett

    Timothy Corbett

    Chief Risk OfficerCRD 7159381

  • Brian Harris

    Brian Harris

    Chief Compliance OfficerCRD 5599152

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Contacts

3 of 7
  • Sean O'malley

    Sean O'malley

    General CounselCRD 5875973

  • Jeanne Laporta

    Jeanne Laporta

    Head of Global FundsCRD 5946908

  • Mark Alberici

    Mark Alberici

    Global Head of ProductCRD 3223458

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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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Location

Primary office

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
1 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth