Susquehanna Investment Group

Broker-DealerFINRA MemberEst. 1987

Total AUM

—

Advisory reps

70

Avg account

$0

Firm details

Headquarters: Bala Cynwyd, Pennsylvania
CRD number: 33875
Registered since: March 23, 1987
Website: www.sig.com

Firm profile

FINTRX

Overview

Susquehanna Investment Group is organized as a partnership and appears in SEC records dating back to 1987. Public filings list the firm as a domestic entity with an individual ownership component; other typical advisory details such as client types, fee schedules and specific business activities are not disclosed in the source data. The firm is not identified as a multi-state registered adviser, is not marked as an active ESG investor, and is not classified as a capital allocator or pension consultant in the available snapshot. There is no information provided about affiliations or external business activities.

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Vincent Hegarty
Chief Compliance OfficerCRD 1564639

Contacts

3 of 69

Faith Clayton
Software EngineerCRD 7710416
Maanav Singh
Quantitative DeveloperCRD 8060750
Braden Lenz
Software EngineerCRD 8170750

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2,823

Active vs passive

$30.3B in ETFs

Passive

93%

$28.1B

Active

5%

$2.2B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$6.9B	10,645,680	22.87%

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Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Montgomery
Address: 401 E City Ave
Time zone: ET (UTC-5)
Office locations

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