Susquehanna Investment Group

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
68
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
33875
Registered since
March 23, 1987

Firm profile

FINTRX

Overview

Susquehanna Investment Group is organized as a partnership and is registered with the SEC since 1987. Filings list the owner type as a combination of a domestic entity and individual ownership. The firm is classified as "Unclassified" in the snapshot data and is not characterized as a capital allocator or a multi-state adviser. It does not identify itself as an active ESG investor. Regulatory and snapshot fields for client-facing business activities and fee structure were not populated in the source dataset. Public filings included in this profile emphasize the firm’s sizable public-equity positions rather than traditional RIA client metrics.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Vincent Hegarty

    Chief Compliance OfficerCRD 1564639

Contacts

3 of 67
  • Michael Doherty

    CCOCRD 703900

  • Jeffrey Yass

    Managing DirectorCRD 1802451

  • Arthur Dantchik

    Managing DirectorCRD 1802453

Unlock 64 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2,880

Active vs passive

$36.1B in ETFs

Passive

90%

$32.5B

Active

6%

$3.6B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$10.9B14,608,57930.26%

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth