The strategies used include: AUM: $12,187,322,975Minimum: NoneBeneficial Owners: 5, AUM: $2,626,481,418Minimum: $5 millionBeneficial Owners: 235, AUM: $1,842,422,736Minimum: $5 millionBeneficial Owners: 507, AUM: $498,139,753Minimum: $5 millionBeneficial Owners: 79. Hedge Fund Alert first reported Hendel's move to Paloma. As part of its registration with the U.S. Securities and Exchange Commission Paloma Partners has filed a Form ADV. This User Agreement replaces all prior or contemporaneous understandings or agreements, written or oral, regarding the subject matter hereof. Fundamental and directional strategies: measuring the intrinsic value of a security by analyzing economic and financial factors. For more information about Horatio Alger Association and its Member Class of 2023, please visitwww.horatioalger.organdfollow the organization onFacebook,TwitterandInstagram. This obligation survives the termination of this User Agreement. After college, Sussman worked at Titan Industrial Corporation and the New York City-based law firm, Gelberg & Abrams. Paloma Partners Management Company, Paloma Partners Management, Edit Lists Featuring This Company Section, Recruiting Companies With More Than 10 Employees (Top 10K), New England Companies With Fewer Than 100 Employees (Top 10K), Risk Management Companies With More Than $10M in Revenue. The parties are waiving their right to seek remedies in court, including the right to jury trial. Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. Advisors at Paloma Partners are open to all types of investments, including margin investments. For more information about Horatio Alger Association and its Member Class of 2023, please visitwww.horatioalger.organdfollow the organization onFacebook,TwitterandInstagram. SWFI is a minority-owned organization. In 2018, he was the fifth-largest donor in the country, having given $27 million exclusively to Democratic candidates and left-of-center groups. Paloma Partners is a private equity company based in Greenwich, CT and has approximately $140.6 million in assets under management. Hedge Fund Paloma Partners - Donald Sussman assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. We believe we offer the best hedge fund lists available for download. Paloma was founded in 1989 by Donald Sussman. Mr. Sussman and the Member Class of 2023will be formally inducted into the Association during the Horatio Alger Award Induction Ceremonies in Washington, D.C. from March 30 through April 1, 2023. "To work multiple jobs while attending and even excelling in college is no easy task, and Mr. Sussman is a terrific example that dedication and perseverance pays off," said Terrence J. Giroux, executive director, Horatio Alger Association. Your use of links to any third person via the Site is at your own sole risk. Paloma Partners is a hedge fund manager based in Greenwich, CT. SOURCE Horatio Alger Association of Distinguished Americans, Inc. Horatio Alger Association of Distinguished Americans, Inc. https://www.prnewswire.com/news-releases/s-donald-sussman-founder-and-chairman-of-paloma-partners-to-receive-2023-horatio-alger-award-301724711.html, White House rejects debt ceiling talks, insists on cap raise, Southwest Airlines pilot union calls for strike authorization vote, Debt ceiling: Last minute decisions not good for the economy, economist says, UPDATE 1-Shein in talks to raise funds at lower valuation of $64 bln - FT, Heavy slate of U.S. oil refinery overhauls to crimp fuel output. With respect to the resolution of any such controversy, you further acknowledge that: Arbitration is final and binding on the parties. Paloma Partners Management Company (Paloma Partners) is a Hedge Fund Manager located in Greenwich, CT United States, North America. Your use of the Site indicates your full acceptance of the User Agreement in its then-current form each time you use the Site. Any questions about the nature of our relationship or the law surrounding this relationship will be governed by New York State law without giving effect to conflicts of law principles. We are not liable for any (a) technological problems and any impact that they may have; (b) damage or injury caused by the performance or failure of performance of all or any portion of the Site; or (c) defects, delays or errors in or resulting from your use of the Site. Get our editors daily picks straight in your inbox! In 2013, he was named to the Institutional Investor-Alpha Hedge Fund Hall of Fame. In this article, we will discuss the 10 stocks hedge fund legend Donald Sussman is buying. Paloma is a multi-strategy hedge fund that has a historical focus on quantitative and relative value strategies. 13F filing from PALOMA PARTNERS MANAGEMENT COMPANY, enter your You may not assign this User Agreement or delegate any of your obligations hereunder. Palomar is a private family office, we do not provide any investment advice, or accept any outside money. Find30 categories of updated info on Paloma Partners including all of the above infoin the below lists: The main corporate email address for Paloma Partners is available as part of its listing in the following downloadable hedge fund lists: Updated assets under management information for Paloma Partners is available as part of its listing in the following downloadable hedge fund lists: Full details for top executives at Paloma Partners, including name, position, and email addresses are available as part of its listing in the following downloadable hedge fund lists: Because of the constantly shifting nature of the industry, we make no claims to the accuracy or completeness of the information contained in any of our hedge fund / private equity lists. These lists are not intended for potential investors and should under no circumstance be relied upon for making investment decisions. You may access Palomas Form ADV atInvestment Adviser Public Disclosure. Sussman serves as director of the firm along with Gregory Hayt. No failure of either party to enforce any of its rights under this User Agreement will act as a waiver of such rights. The panel of arbitrators will typically include a minority of arbitrators who were or are affiliated with the securities industry. PPMC may investigate any complaint or reported violation of its policies and take any action that it deems appropriate. S-DONALD-SUSSMAN Bio Shaolin Capital Management is a registered investment advisor that invests opportunistically across the capital structure. To work multiple jobs while attending and even excelling in college is no easy task, and Mr. Sussman is a terrific example that dedication and perseverance pays off, said Terrence J. Giroux, executive director, Horatio Alger Association. 2008-2023 Sovereign Wealth Fund Institute. CONTACT:Carly [email protected], View original content:https://www.prnewswire.com/news-releases/s-donald-sussman-founder-and-chairman-of-paloma-partners-to-receive-2023-horatio-alger-award-301724711.html. SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. In 1981, Sussman founded Paloma Partners with $3 billion in assets. At only 15 years old, his fathers death thrust Mr. Sussman into the role of family leader. Since 1984, the Association has awarded annual need-based scholarships to high school students who have displayed dedication to pursuing higher education despite significant obstacles throughout their lives. "Each year, it is our utmost honor to present outstanding leaders who have displayed extraordinary perseverance in overcoming challenges with the Horatio Alger Award," said James F. Dicke II, chairman, Horatio Alger Association and 2015 Horatio Alger Award recipient. Contact Details Address:One American LaneGreenwich, CT 6830United States Phone/Fax:Phone: 203-862-800 Other Contact Details:Website: www.paloma.com Fund Size:Current AUM: Available There are 47 advisors working at the firm.If you arent sure what the right investment strategy is for you, consider working with a financial advisor, who can guide you through your myriad options. Accessed February 14, 2020. Company Type For Profit Contact Email [email protected] Phone Number +1-203-861-3236 He was the recipient of Hedge Funds Reviews Lifetime Achievement Award in 2013 and Institutional Investors Alternative Investment News Lifetime Achievement Award in 2004. Alt Turnover is calculated by taking either the total MV of new purchases or By the 40th anniversary of the Associations scholarship program in 2024, more than $259 million will be awarded in undergraduate, graduate, military veteran and career and technical education scholarships to more than 37,000 deserving students. Paloma Partners primarily utilizes a multi strategy strategy. It was the dawn of the . Lois Peltz. Accessed February 14, 2020. containing a link to download the .zip file of the CSV file(s) you requested. Acceleration Capital Group, LLC is a placement agency within the alternative investment industry. Convertible securities: exploiting price differentials between convertible securities and the underlying security. No Liability for Technological Problems. There are no guarantees that working with an adviser will yield positive returns. Their last reported 13F filing for Q3 2022 included $2,201,588,000 in managed 13F securities and a top 10 holdings concentration of 44.34%. ACG, LLC is the flagship entity founded by Alexis Graham and Ian Tracy in March of 2008. Accessed February 14, 2020. Selwyn Donald Sussman [1] [2] (born June 8, 1946) is an American asset manager and philanthropist who is the founder and chief investment officer of the Paloma Funds. Investments in real assets: investing in physical, tangible assets including commodities, equipment, natural resources and property. Top Organization Contributors. Open Secrets. We pursue attractive risk/reward opportunities in all strategies, but we have traditionally focused on quantitative and relative value approaches. Recipients of his generous contributions include Massachusetts General Hospital, Weizmann Institute of Science, Skidmore College, Pen Bay Healthcare, Carnegie Hall, the University of the Virgin Islands and Miami Jewish Health Systems. Download full info for Paloma Partners in Excel format in the following lists. Mr. Sussman and the Member Class of 2023will be formally inducted into the Association during the Horatio Alger Award Induction Ceremonies in Washington, D.C. from March 30 through April 1, 2023. Irvine, CA 92612. Activist strategies: investing with the purpose of influencing the management of a company. He is a Trustee/Board member of Emilys List, Center for American Progress, as well as an Honorary Trustee of the Ethical Culture Fieldston School. I truly believe that education is a stepping stone to a better future, so throughout the years, I have searched for ways to create pathways for talented individuals who can excel across many fields if simply given the opportunity. said Mr. Sussman. Paloma Partners is based out of Greenwich. Restless as a Columbia University undergraduate, he took a leave of absence and began working for a small brokerage firm. Leadership. ProPublica. Houston Office. There is no recent news or activity for this profile. Total number of Crunchbase contacts associated with this organization, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. Paloma Partners Management Company. Whale Wisdom. Prior to 2016, Paloma was never in the top-50 largest such organizations. [11], Throughout the 1990s, Paloma-associated political donations steadily increased from tens of thousands to hundreds of thousands of dollars. Recipients of his generous contributions include Massachusetts General Hospital, Weizmann Institute of Science, Skidmore College, Pen Bay Healthcare, Carnegie Hall, the University of the Virgin Islands and Miami Jewish Health Systems. for Q3 2022: commodity pool operator or commodity trading advisor, DIRECTOR, PRESIDENT, CHIEF RISK OFFICER, PALOMA PARTNERS MANAGEMENT COMPANY, MANAGING DIRECTOR, PALOMA PARTNERS MANAGEMENT COMPANY, MANAGING DIRECTOR, CHIEF INFORMATION OFFICER, MANAGING DIRECTOR, CHIEF INFORMATION OFFICER, PALOMA PARTNERS MANAGEMENT COMPANY, MANAGING DIRECTOR, GENERAL COUNSEL, PALOMA PARTNERS MANAGEMENT COMPANY, MANAGING DIRECTOR, TAX DIRECTOR, PALOMA PARTNERS MANAGEMENT COMPANY, MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, CHIEF COUNTERPARTY CREDIT OFFICER, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, SHAREHOLDER OF NEW CHINA CAPITAL MANAGEMENT CORP. (RELYING ADVISER), DIRECTOR, PALOMA PARTNERS MANAGEMENT COMPANY, PACIFIC ALTERNATIVE ASSET MANAGEMENT CO LLC, Master Fund You are limited to the prior 8 quarters of 13F filings. "Many Scholars will relate to his experience, and it is our belief that he will serve as a great source of inspiration for these young students as they prepare to start their careers.". After working in investing roles for several firms, in 1981, at the age of 35, he founded the hedge fund Paloma Partners with one other employee, a desk, and two chairs. Paloma Partners has no other clients: There are no other types of funds at the firm, no high-net-worth individuals and no other institutional clients. The 2023 awardees exemplify the Association's mission and are proof that the American Dream is within reach for all who seek it.". Arbitration shall be conducted in the Borough of Manhattan, New York State. Past Performance. Other third-party content, logos and trademarks are owned by their perspective entities and used for informational purposes only. SmartAssets, If you do invest in hedge funds, dont forget to budget for the. The modifications shall be effective upon such posting (unless some other date is specified in the posting, in which case that date shall be deemed the effective date for the modifications). You agree to indemnify, defend and hold harmless PPMC and its affiliates from and against any and all suits, losses, claims, demands, liabilities, damages, costs and expenses (including reasonable attorneys' fees) arising from or relating to (a) your use of the Site; (b) your breach of this User Agreement or any representation, warranty or covenant made by you herein; or (c) your violation of any applicable law, statute, ordinance, regulation or any third party's rights. This website uses cookies to improve your experience. Through the generosity of its Members and friends, in 2022, the Association awarded more than $16 million in undergraduate and graduate need-based scholarships to over 1,600 students across the United States and Canada, and provided college support and mentoring services to its Scholars. PPMC makes no claim that the Site may be lawfully viewed or downloaded outside of the United States. [1] The firms management and employees (most prominently Sussman himself) are large political donors who give almost exclusively to Democratic candidates and left-of-center organization. You agree not to remove any copyright, trademark or other proprietary notice or legend contained on the Site or its Content (or printed copies thereof). Paloma Partners Management Company Review -- SmartAsset | SmartAsset.com Want to learn more about the hedge funds Paloma Partners Management Company manages? Notice to PPMC. While Sussman runs hedge fund Paloma Partners in Greenwich, Conn., he is becoming better known as a top Democratic donor in the Trump era. or to simply have an email sent to you whenever we receive a new said Mr. Sussman. Through the generosity of its Members and friends, in 2022, the Association awarded more than $16 million in undergraduate and graduate need-based scholarships to over 1,600 students across the United States and Canada, and provided college support and mentoring services to its Scholars. Paloma Partners Management Company is a Greenwich, Connecticut-based hedge fund firm. Horatio Alger Members are part of a select group of individuals who have experienced a wide spectrum of what life can offer. Zoom between states and the national map to see the top spots in each region. Paloma manages approximately $4.8 billion in assets. He was named President of PPMC in December 2007. Whalewisdom has at least 88 13F filings, 5 13D filings, and 6 13G filings. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Mr. Hayt joined PPMC in 2002 and became Chief Risk Officer in 2004. Get full info on Paloma Partners including updated assets under management, executive and company emails, and more than 35 categories of additional information. Investigation and Disclosure of Information. Any notice to PPMC that is required or permitted by this User Agreement shall be in writing and shall be deemed effective upon receipt, when sent by confirmed e-mail to [email protected] or when delivered in person or mailed by first class, registered or certified mail, postage prepaid, to Paloma Partners Management Company, 2 American Lane,Greenwich, CT 06836-2571. The biggest hedge fund donor this election: why it stays so quiet. CNBC. 2023 Paloma Partners Management Company. Other product and company names and trademarks appearing on the Site may be trademarks of their respective owners. We take reasonable security precautions when using the Internet, telephone or other means to transport data or other communications, but we disclaim liability for any interception of data or communications. [15], In 2018, Paloma was the hedge fund associated with the largest amount of political contributions, surpassing Soros Fund Management, the hedge fund of billionaire Democratic donor, George Soros. Third Party Links. Since our founding we have built a reputation for longevity in hedge fund investing. Horatio Alger Members support promising young people with the resources and confidence needed to overcome adversity in pursuit of their dreams through higher education. Hedge Fund: Phone: Address: Source: Fund AUM and Sold ($) 15 12 9 6 3 0 2011 2015 2019 2023: Fund Details; Director: Paloma Partners Management Company, Paloma Partners Advisors LP: Custodian: SG Americas Securities LLC, Barclays Bank PLC, Citigroup Global Markets Inc, UBS Switzerland AG, JP Morgan Securities LLC, UBS Securities LLC, Credit . Distressed strategies: investing in securities and other assets of issuers of weak financial condition. Performance numbers calculated through 2022-11-14. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. All Rights Reserved. A trust led by S. Donald Sussman, the founder and chief investment officer of Greenwich, Connecticut-based hedge fund Paloma Partners, sold a vacant home lot in Fort Lauderdale for $17 million . We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. No Waiver of Rights. The three-day event is an annual ceremony to honor both the achievements of Members and National Scholars, who will have multiple opportunities to meet, interact and exchange stories of perseverance. WASHINGTON, D.C. (January 18, 2023)Horatio Alger Association of Distinguished Americans, Inc., a nonprofit educational organization honoring the achievements of outstanding individuals and encouraging youth to pursue their dreams through higher education, today announcedthat S. Donald Sussman, founder and chairman of Paloma Partners, hasbeen selected for membership in this prestigious organization. Hedge funder Donald Sussman sold a waterfront lot in Fort Lauderdale for $17 million to a Texas-based aerospace executive in an off-market deal. Disclaimer of Warranties. Alexandria, VA 22314. General Provisions. https://whalewisdom.com/filer/sunrise-partners-llc-ct, https://www.opensecrets.org/orgs/list.php?id=, https://books.google.com/books?id=Yj0LIWZocugC&pg=PA247&lpg=PA247&dq=Paloma+Partners+%2B+SUSSMAN&source=bl&ots=-0eZ_Fb_uQ&sig=eY-rc2sKUdflwGkggxR_wul7nfQ&hl=en&sa=X&ei=WHWZUb6bN4jU8wT8sYCgAg&ved=0CGMQ6AEwCQ#v=onepage&q=Paloma%20Partners%20%2B%20SUSSMAN&f=false, https://www.opensecrets.org/news/2019/04/generous-megadonors-of-q1-2020/, https://www.carnegiehall.org/About/Leadership-and-Staff/Board-of-Trustees, https://www.superyachtfan.com/yacht-alice-s-restaurant.html, https://www.worth.com/the-10-most-powerful-hedge-fund-managers-this-year/, https://www.opensecrets.org/orgs/totals.php?id=D000000552&cycle=2010, https://www.opensecrets.org/pres16/contributors?id=N00000019, https://www.ft.com/content/af4e852c-70d7-11e8-92d3-6c13e5c92914, https://www.opensecrets.org/orgs/summary.php?id=D000000552, https://www.businessinsider.com/the-hedge-fund-industry-gave-tens-of-millions-to-both-parties-in-the-midterms-2019-5, https://www.cnbc.com/2016/09/09/the-biggest-hedge-fund-donor-this-election-why-it-stays-so-quiet.html, Clinton 2016 Presidential Campaign (Political Party/527). Research, analysis, news and other information made available electronically do not constitute individualized recommendations to buy, sell or otherwise invest in a particular security. Paloma Partners is a Connecticut-based hedge fund founded and managed by Donald Sussman with $9.5 billion in active investments. [16], In the 2020 cycle, Paloma-associated contributions have mostly gone to Democratic Congressional candidates and PACs. All material subject to strictly enforced copyright laws. to see more advanced email alert options such as selecting any type of 2002 - 2023 THE HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS, INC. All Rights Reserved. Paloma Partners Management Company is a hedge fund with 3 clients and discretionary assets under management (AUM) of $12,943,923,869 (Form ADV from 2022-03-31). Their last reported 13F filing for Q3 2022 included $2,201,588,000 in managed 13F securities Assignability. Limitation of Liability. Without limiting the foregoing or expanding any of your rights hereunder, you may not use the Site to transmit, distribute or store material (a) in violation of any applicable law or regulation, (b) in a manner that will infringe the copyright, trademark, trade secret or other intellectual property right of another or violate the privacy, publicity or other personal right of another, or (c) that is defamatory, obscene, threatening, abusive or hateful. Accessed February 14, 2020. This User Agreement and all terms and conditions included or incorporated by reference herein shall be governed by and interpreted in accordance with the laws of the State of New York applicable to agreements made and wholly performed therein. No Recommendations of Individual Securities or Strategies. Commodities strategies: trading commodities, futures, options or derivatives on agricultural products, energy products, metals, minerals and others. Performance You agree to notify PPMC immediately of any actual or suspected loss, theft or unauthorized use of your password. Our approach leverages the team's expertise in convertible and other hybrid securities. How do I update this listing? for PALOMA PARTNERS MANAGEMENT COMPANY, Top 20 equal-weighted holdings. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). You may not access any password-protected portion of the Site unless you received a password from and are authorized by PPMC. To inquire about opportunities please contact us at:[email protected]. The information on this website does not constitute investment advice. THE PALOMA FUND is a multi-strategy investment vehicle that has operated across decades and many market cycles. Paloma Partners - Private Equity Company Info Description:Paloma Partners is a private equity company based in Greenwich, CT and has approximately $140.6 million in assets under management. You may not modify the terms of this User Agreement or any of the policies or guidelines governing the Site without PPMC's express prior written consent. Request Profile Update Download Data 1 Recorded Transactions $12,943,923,869 Managed Assets Home Profiles Hedge Fund Manager North America Paloma Partners Paloma Partners Details Paloma Partners Contact Information 6. Nevertheless, he eventually returned to school, frequently while still working, earning a bachelor's degree and an MBA from New York University. Address and Contact Info for Paloma Partners Paloma Partners Two American Lane Greenwich, CT 6830 Website: http://www.paloma.com Phone: (1) 203-861-3236 Fax: (1) 203-862-6902 The experience opened his eyes to the nascent world of arbitrage investing, which would become the focus of his professional life. Past performance is no indication of future performance, and nothing on this Web site should be interpreted to state or imply otherwise. "I truly believe that education is a stepping stone to a better future, so throughout the years, I have searched for ways to create pathways for talented individuals who can excel across many fields if simply given the opportunity." [10], Thanks in large part to Sussmans personal contributions, people associated with Paloma have constituted one of the largest organizational contributors to federal Democratic candidates and organizations over the last thirty years according to the Center for Responsive Politics. Financing for the 2020 election is still in its first innings, but so far Sussman is the lead donor in the race and contributed $865,300 during the first quarter, all of it to Democrats. divided by the total MV of the fund. This goal was tragically cut short when he suddenly passed away. All opinions, recommendations, views, news, information and other content contained in any third person sites are solely those of the third persons, and PPMC disclaims all responsibility and liability for such content. About Us. Mr. Sussman's efforts have earned him many accolades. Donald Sussman: his Net Worth, his House, Jet and Sheherazade Yacht. Super Yacht Fan Club. PPMC, Paloma.com and other names and indicia of source of PPMC and its services and funds it services, are exclusive trademarks and service marks of PPMC, the funds it services, their advisors and affiliates.
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