SSI INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 1975

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$32.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 104889
Registered since: January 31, 1975
Website: www.ssi-invest.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BNY MELLON ASSET SERVICING - ISS, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Other
Client types: Investment Companies30.46%
State / Municipal Government22.13%
Individuals18.83%
Pension & Profit Sharing Plans13.33%
Insurance Companies10.89%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

SSI Investment Management LLC is an SEC-registered investment adviser organized as an LLC and active since 1975. The firm serves both individual and family clients as well as institutional investors, charging fees that include a percentage of assets under management alongside other fee arrangements. Its advisory services center on discretionary portfolio management for individuals/small businesses, investment companies, and businesses or institutions. SSI also operates in regulatory and product roles associated with commodity pool or trading activity (CPO/CTA) and lists industry affiliations that include broker-dealer relationships and sponsor/GP roles for pooled investment vehicles. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser. SSI is not described as a capital allocator in the provided data.