Susquehanna Investment Group
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 33875
- Registered since
- March 23, 1987
- Website
- www.sig.com
Firm profile
FINTRXOverview
Susquehanna Investment Group operates as a partnership and is listed as a domestic entity/individual-owned organization. FINTRX classifies the firm as unclassified and its profile indicates it does not present itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm’s disclosure in the dataset does not include client-facing fee or advisory activity detail.
Assets & Accounts
Public Holdings
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Vincent Hegarty
Chief Compliance OfficerCRD 1564639
Contacts
3 of 103Michael Doherty
CCOCRD 703900
Jeffrey Yass
Managing DirectorCRD 1802451
Arthur Dantchik
Managing DirectorCRD 1802453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,880Active vs passive
$36.1B in ETFs
90%
$32.5B
6%
$3.6B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $10.9B | 14,608,579 | 30.26% |
Location
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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