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

FINTRX

Overview

Ssga Funds Management, Inc. operates as an institutional-focused manager that runs pooled investment vehicles, investment companies and customized portfolios for businesses and institutions. The firm functions as a multifaceted fund manager with active roles as a CPO/CTA and as an adviser that selects and oversees other managers. Its client base is primarily institutional, and its fees are charged as a percentage of assets under management. Ssga Funds Management, Inc. identifies itself as an active ESG investor and commonly integrates derivative instruments into portfolio construction. Investment activity centers on liquid and pooled strategies alongside a substantial program of private funds and alternative allocations. The firm manages both hedge fund and private equity vehicles directly and provides portfolio management for larger institutional mandates, with an emphasis on managing risk through derivatives and on deploying third-party managers where specialized exposures are needed.

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

    Chief Operating OfficerCRD 6329553

  • BRIAN HARRIS

    Chief Compliance OfficerCRD 5599152

  • JAMES FERRARELLI

    Executive Vice President and Chief Operating OfficerCRD 6961735

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Contacts

3 of 7
  • SEAN O'MALLEY

    General CounselCRD 5875973

  • David Urman

    Vice President and Senior CounselCRD 7352903

  • Steven Hamm

    TreasurerCRD 7769965

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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