SENATOR INVESTMENT GROUP LP
Adviser information for SENATOR INVESTMENT GROUP LP last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 25 |
|---|---|
| Investment Advisory/Research | 12 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $5.3B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $5.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $5.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
510 MADISON AVENUE28TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8AM - 6PM
Tel: 212-376-4300, Fax: None
Chief Compliance Officer
KYLA HAMILTON
510 MADISON AVENUE, 28TH FLOOR
NEW YORK
NY
United States
Tel:
212-376-4300
K********@************M
(Full email address available in API data)
Regulatory Contact
EVAN GARTENLAUB
GENERAL COUNSEL
510 MADISON AVENUE, 28TH FLOOR
NEW YORK
NY
United States
Tel:
212-376-4300
E**********@************M
(Full email address available in API data)
Industry Affiliates
| SENATOR GLOBAL GP LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SENATOR GP LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| SENATOR IS GP LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SENATOR GLOBAL OPPORTUNITY MASTER FUND LP | Hedge Fund | $5,175.3M | $1.0M | 199 |
| SENATOR INNOVATION AND SUSTAINABILITY FUND LP | Private Equity Fund | $138.4M | $1.0M | 44 |
| SENATOR STRATEGIC CATALYSTS MASTER FUND LP | Hedge Fund | $19.2M | $1.0M | 4 |
| SENATOR STRATEGIC RESOURCES MASTER FUND LP | Hedge Fund | $11.4M | $1.0M | 3 |
| SIG NASSAU HALL LP | Hedge Fund | $0.0M | $1.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SILVERMAN, DOUGLAS, NATHAN | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2008 | < 5% |
| LARMANN, EDWARD, JOHN | Individual | – | CHIEF OPERATING OFFICER | 05/2008 | < 5% |
| GARTENLAUB, EVAN, ROBERT | Individual | – | GENERAL COUNSEL | 01/2010 | < 5% |
| SENATOR MANAGEMENT LLC | Domestic Entity | – | GENERAL PARTNER | 02/2008 | < 5% |
| KLABIN FAMILY INVESTMENTS LLC | Domestic Entity | – | REDUCED INTEREST PARTNER | 12/2009 | 10-25% |
| SILVERMAN FAMILY INVESTMENTS LLC | Domestic Entity | – | CLASS A PARTNER | 12/2009 | > 75% |
| KLABIN, ALEXANDER, MATHEW | Individual | KLABIN FAMILY INVESTMENTS LLC | MANAGER | 12/2009 | > 75% |
| SILVERMAN, DOUGLAS, NATHAN | Individual | SILVERMAN FAMILY INVESTMENTS LLC | MANAGER | 12/2009 | > 75% |
| SILVERMAN FAMILY INVESTMENTS LLC | Domestic Entity | SENATOR MANAGEMENT LLC | LIMITED PARTNER | 12/2009 | > 75% |
| BSCH MASTER I SUB (SEN-MGR) L.P. | Domestic Entity | – | CLASS B PARTNER | 02/2014 | 10-25% |
| BSCH MASTER I L.P. | Domestic Entity | BSCH MASTER I SUB (SEN-MGR) L.P. | LIMITED PARTNER | 01/2014 | > 75% |
| BSCH A INTERMEDIATE L.P. | Domestic Entity | BSCH MASTER I L.P. | LIMITED PARTNER | 01/2014 | 50-75% |
| BSCH A (SEN-MGR) L.L.C. | Domestic Entity | BSCH A INTERMEDIATE L.P. | LIMITED PARTNER | 01/2014 | > 75% |
| BLACKSTONE STRATEGIC CAPITAL HOLDINGS (CAYMAN) L.P. | Domestic Entity | BSCH A (SEN-MGR) L.L.C. | SOLE MEMBER | 01/2014 | > 75% |
| BLACKSTONE STRATEGIC CAPITAL HOLDINGS L.P. | Domestic Entity | BSCH MASTER I L.P. | LIMITED PARTNER | 01/2014 | 25-50% |
| BSCH MASTER II SUB (SEN-GP) L.P. | Domestic Entity | – | CLASS B PARTNER | 02/2014 | 10-25% |
| BSCH MASTER II L.P. | Domestic Entity | BSCH MASTER II SUB (SEN-GP) L.P. | LIMITED PARTNER | 01/2014 | > 75% |
| BSCH B INTERMEDIATE L.P. | Domestic Entity | BSCH MASTER II L.P. | LIMITED PARTNER | 01/2014 | 50-75% |
| BSCH B (SEN-GP) LTD. | Foreign Entity | BSCH B INTERMEDIATE L.P. | LIMITED PARTNER | 01/2014 | > 75% |
| BLACKSTONE STRATEGIC CAPTIAL HOLDINGS (CAYMAN) L.P. | Domestic Entity | BSCH B (SEN-GP) LTD. | SHAREHOLDER | 01/2014 | > 75% |
| BLACKSTONE STRATEGIC CAPTIAL HOLDINGS B L.P. | Domestic Entity | BSCH MASTER II L.P. | LIMITED PARTNER | 01/2014 | 25-50% |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES L.L.C. | Domestic Entity | BLACKSTONE STRATEGIC CAPITAL HOLDINGS L.P. | GENERAL PARTNER | 10/2013 | |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES L.L.C. | Domestic Entity | BSCH MASTER I SUB (SEN-MGR) L.P. | GENERAL PARTNER | 01/2014 | |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES B L.L.C. | Domestic Entity | BLACKSTONE STRATEGIC CAPTIAL HOLDINGS B L.P. | GENERAL PARTNER | 01/2014 | |
| ASF POLLOCK, L.P | Domestic Entity | BLACKSTONE STRATEGIC CAPITAL HOLDINGS L.P. | LIMITED PARTNER | 04/2018 | 25-50% |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES L.L.C. | Domestic Entity | BSCH A INTERMEDIATE L.P. | GENERAL PARTNER | 01/2014 | |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES B L.L.C. | Domestic Entity | BSCH B INTERMEDIATE L.P. | GENERAL PARTNER | 01/2014 | |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES L.L.C. | Domestic Entity | BSCH MASTER II SUB (SEN-GP) L.P. | GENERAL PARTNER | 01/2014 | |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES L.L.C. | Domestic Entity | BSCH MASTER I L.P. | GENERAL PARTNER | 01/2014 | |
| BLACKSTONE STRATEGIC CAPITAL ASSOCIATES L.L.C. | Domestic Entity | BSCH MASTER II L.P. | GENERAL PARTNER | 01/2014 | |
| HAMILTON, KYLA, MARGARET | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |