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

Firm profile

FINTRX

Overview

Susquehanna Investment Group is organized as a partnership and has been SEC-registered since 1987. FINTRX identifies the owner type as a mix of a domestic entity and individual ownership and classifies the firm as "unclassified" rather than assigning it a standard advisory subtype. The snapshot data flags several non‑advisory characteristics: the firm is not listed as a capital allocator, is not recorded as an active ESG investor, is not a multi‑state adviser, and is not a pension consultant or related adviser. Those attributes, together with the limited advisory metadata available in FINTRX, indicate the dataset treats Susquehanna primarily in terms of its trading and 13F disclosure activity rather than as a conventional retail or institutional advisory business.

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 69
  • Michael Doherty

    CCOCRD 703900

  • Jeffrey Yass

    Managing DirectorCRD 1802451

  • Arthur Dantchik

    Managing DirectorCRD 1802453

Unlock 66 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth