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 in practice since the mid‑1970s. The firm serves both individual and family clients as well as institutional investors, offering fee arrangements that include a percentage of assets under management and other fee types. Its advisory work covers discretionary portfolio management for individuals, small businesses, investment companies and institutions. SSI is also identified with CPO/CTA activities and with roles as sponsor, general partner or managing member of pooled investment vehicles, and it maintains affiliations that include broker‑dealer and other adviser relationships. The firm does not describe itself as an active ESG investor and is not listed as a multi‑state adviser.