paloma partners hedge fund

Registration on or use of this site constitutes acceptance of our terms of use agreement which includes our privacy policy. The scholarships are made possible through the Association thanks to the generosity of its Members, who will have collectively provided more than $245 million to 35,000 students by 2023. Private equity: medium to long-term investments in private companies that are not publicly traded. Activist strategies: investing with the purpose of influencing the management of a company. Headings. Palmoa Partners Profile of 2020 Election Cycle. Open Secrets. This leaves the value of the investment at $18 million and 140,362 shares. We pursue attractive risk/reward opportunities in all strategies, but we have traditionally focused on quantitative and relative value approaches. There is no recent news or activity for this profile. In 2018, he was the fifth-largest donor in the country, having given $27 million exclusively to Democratic candidates and left-of-center groups. You agree that the notice provisions provided in this User Agreement are reasonable. PPMC provides such links solely as a convenience to its Users. Volatility and correlation strategies: trading derivatives. PPMC has the right, but not the obligation, to monitor any activity and Content associated with the Site. All material subject to strictly enforced copyright laws. 99 Canal Center Plaza, Suite 320 Dozens of other hedge fund and private equity operators gave lesser amounts to the Hillary Victory Fund. Create Email Alert, ***Log In or If any portion of any provision of this User Agreement is found invalid or unenforceable, that provision shall be enforced to the maximum extent possible and the remaining provisions of this User Agreement shall remain in full force and effect. Fund of Funds, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER, PALOMA PARTNERS MANAGEMENT COMPANY AND PALOMA PARTNERS ADVISORS LP. [email protected], S. Donald Sussman, Founder and Chairman of Paloma Partners, to Receive 2023 Horatio Alger Award, Horatio Alger Association names 13 outstanding individuals, each of whom has overcome adversity to achieve professional and personal success, to its Member Class of 2023. This is not a solicitation for any investment service and we receive no compensation from any hedge funds listed. [1]: 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%. PPMC may modify the terms of this User Agreement or any of the policies or guidelines governing the Site, at any time and in its sole discretion, by posting the modified User Agreement on the Site. Paloma Partners primarily utilizes a multi strategy strategy. Applicable Law. In the last 15 years, he has donated approximately $100 million to organizations focusing on education, the arts and the environment. Of the 2020 Democratic Presidential candidates, Senator Cory Booker (D-NJ) received the most in Paloma-associated contributions as of February 2020. [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. Enforceability. Sovereign Investor Leadership Conference March 2023. Mr. Sussman's efforts have earned him many accolades. You may access Palomas Form ADV atInvestment Adviser Public Disclosure. 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). Paloma Partners Management Company. Whale Wisdom. [5], Sussman is one of the largest personal donors to the Democratic Party. In addition, the information on this page does not convey an offer of any type and is not intended to be, and should not be construed as, an offer to sell, or the solicitation of an offer to buy, any securities or other financial products. Credit relative value investment strategies: designed to find long and short opportunities in corporate, asset backed and mortgage backed securities. Paloma Partners Management Company is a Greenwich, Connecticut-based hedge fund firm. As of February 3, 2020, Paloma was currently the single-largest organization associated with donors to federal political candidates in America in the 2020 election cycle, with over $14 million donated exclusively to Democratic candidates and organizations. He is particularly concerned with environmentalist policy. Arbitration shall be conducted in the Borough of Manhattan, New York State. You agree that you will not publish, broadcast, retransmit, reproduce, commercially exploit, create any derivative of or otherwise disseminate any portion of the Site. They do not constitute part of this User Agreement. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Similar to characters in stories by Horatio Alger, Jr., they traditionally have started life in humble or economically challenging circumstances. No assurances can be made that any intentions, assumptions, expectations, strategies, and/or goals expressed or implied herein were or will be realized or that the activities or any performance described did or will continue at all or in the same manner as is described on this website. We make reasonable efforts to avoid technological problems, but at any time the Site may have and may cause technological problems such as viruses and other damaging computer programming routines or engines. Copyright 2023 InfluenceWatch. Download full info for Paloma Partners in Excel format in the following lists. Termination of your access to and use of the Site does not relieve you of any obligations arising or accruing prior to such termination or limit any liability that you otherwise may have to PPMC. The Site, Content and any and all intellectual property rights pertaining thereto (including but not limited to copyrights, patents, trademarks and service marks) are owned and protected by PPMC or third parties, and all right, title and interest therein and thereto shall remain the property of PPMC and/or such third parties. [19][20]. To inquire about opportunities please contact us at:[email protected]. We are always eager to speak with accomplished and innovative investment professionals who exhibit a strong respect for capital and risk management. Mr. Sussman is an Honorary Trustee and former Co-Chair of the Investment Committee of Carnegie Hall. Paloma Partners is based out of Greenwich. Errors are noted below: Thanks for reaching out. Sussman serves as director of the firm along with Gregory Hayt. The Association also aims to educate young people about the endless opportunities available by the free-enterprise system through commitment, honesty, and diligence. You acknowledge that the information contained on the Site is not and should not be construed as legal, tax, accounting or investment advice (including any advice concerning the suitability or profitability of any security or investment). Paloma Partners has boosted assets by $1.3 billion this year, defying a flight of capital from the global hedge fund industry by investors punishing poor performance. Mr. Hayt received a BS Magna Cum Laude in Economics with concentrations in Finance and Operations Research from the Wharton School at the University of Pennsylvania and an MS/ABD in Finance from the University of Rochester. This will schedule a job to export all requested 13f holdings data for this filer. 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 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. In this article, we discuss the top 10 stock picks of Donald Sussman's Paloma Partners based on Q2 holdings of the fund. 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 The firm last filed a Form D notice of exempt offering of securities on 2022-03-24. PPMC has no obligation to inquire as to the authority or propriety of any use of or action taken under your password and will not be responsible for any loss to you arising from any such use or action or from your failure to comply with the above. We may change all or any portion of the Site at any time without notice to you. Hedge Fund - Paloma Partners Get Email Alerts Profile 13F Holdings Latest 13D & 13G Filings News, Interviews, and Investor Letters Donald Sussman Bio, Returns, AUM, Net Worth Manager biography is. Paloma Partners Management Company's largest holding is SPDR S&P 500 ETF TRUST with shares held of 1,482,600. He attended Columbia University and then attained an MBA from New York University. At only 15 years old, his father's death thrust Mr. Sussman into the role of family leader. You hereby waive any objection to venue or inconvenient forum laid therein. Any purported assignment of this User Agreement in violation of its terms shall be void. He has received the Maine Philanthropy Award from Colby College and the Spurwink Humanitarian of the Year award, as well as honorary degrees from the Weizmann Institute of Science and Maine College of Art. It was the dawn of the . All rights reserved. Zoom between states and the national map to see the top spots in each region. 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. Accessed February 14, 2020. Top Organization Contributors. Open Secrets. Paloma Partners Management Company Review -- SmartAsset | SmartAsset.com Want to learn more about the hedge funds Paloma Partners Management Company manages? As of now, the firm only works with the hedge funds it manages, but it reserves the right to take on other clients including more private funds or separately managed accounts.Founder Donald Sussman is well known to the general public for both his charitable donations and his involvement in Democratic Party politics. Joint Venture. This User Agreement replaces all prior or contemporaneous understandings or agreements, written or oral, regarding the subject matter hereof. Mr. Sussman joins 12other exceptional business, civic and cultural leaders from across NorthAmerica in receiving 2023 honors. Advisors at Paloma Partners are open to all types of investments, including margin investments. [2], According to the Center for Responsive Politics, persons associated with Paloma Partners formed the tenth-biggest overall donor organization in America from 1990 to 2020, with $96 million donated. 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. Nevertheless, he eventually returned to school, frequently while still working, earning a bachelors degree and an MBA from New York University. [11], Throughout the 1990s, Paloma-associated political donations steadily increased from tens of thousands to hundreds of thousands of dollars. Paloma Partners - Donald Sussman assets under management (13F Holdings listing stock ownership and transaction history) provided by Insider Monkey. the MV of securities sold, whichever is less, 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. 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. In 2013, he was named to the Institutional Investor-Alpha Hedge Fund Hall of Fame. Macro-economic strategies: seeking to capture market movements across a global universe of investment opportunities including equity, currency and commodities. [14], Paloma was the single largest contributor to the 2016 presidential campaign of Hillary Clinton, with $21,613,800 donated. We do not endorse the opinions of, or warrant the accuracy of facts or other Content contributed by, any third party. CONTACT: Notice to PPMC. You are solely responsible for any use of or action taken under your password on the Site. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. to see more advanced email alert options such as selecting any type of 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. You agree to review this User Agreement periodically so that you are aware of any modifications. Company Type For Profit Contact Email [email protected] Phone Number +1-203-861-3236 I look forward to networking with Scholars and joining the Members to help expand upon that impact.. [18], Paloma has been criticized along with other politically active hedge funds for having undue influence over the electoral process. No Recommendations of Individual Securities or Strategies. Paloma was founded in 1989 by Donald Sussman. Whalewisdom has at least 88 13F filings, 5 13D filings, and 6 13G filings. For more information about Horatio Alger Association and its Member Class of 2023, please visitwww.horatioalger.organdfollow the organization onFacebook,TwitterandInstagram. From Business: Incorporated in 1999, Index Funds Advisors Inc. (IFA) is a fee-only independent financial advisor registered with the United States Securities and Exchange. Theodore Hagan also disclosed a decreased stake in Ishares Tr by approximately 0.1%. Event driven strategies: investing in opportunities created by unexpected events and special situations. Copyright 2008-2020 HedgeFundJobList.com | All Rights Reserved |. Paloma Partners Management Company is a registered investment adviser to a multi-manager, multi-strategy hedge fund. Such action may include, but is not limited to, issuing warnings, suspending or terminating your use of all or any portion of the Site and denying you access to all or any portion of the Site. Paloma is a private equity real estate investor established in 2015 and wholly owned by its founding partners Joe Froud and Jack Pitman. You hereby consent to the exclusive jurisdiction of the Southern District of New York or any New York State Court located in the Borough of Manhattan, New York, in all disputes arising from or relating to this User Agreement or your access to or use of the Site. Ownership. S. Donald Sussman, a Clinton supporter who founded Paloma Partners, has donated nearly $18 million, according to CRP records; Singer has given more than $12 million, mainly to conservative. You agree that the terms, conditions and agreements governing the third person sites shall apply to you when accessing such sites via a link from this Site, and you agree to abide by such agreements. SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. You may not access any password-protected portion of the Site unless you received a password from and are authorized by PPMC. Paloma manages approximately $4.8 billion in assets. Currently, there are no asset-based or performance based fees at Paloma. The experience opened his eyes to the nascent world of arbitrage investing, which would become the focus of his professional life. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. Fixed income strategies: investing in long and short credit positions. Horatio Alger Members support promising young people with the resources and confidence needed to overcome adversity in pursuit of their dreams through higher education. The firm's management and employees (most prominently Sussman himself) are large political donors who give almost exclusively to Democratic candidates and left-of-center organization. Termination. After falling for the next four years, donations steadily rose again to over $3 million in 2014. Sovereign Wealth Fund Institute (SWFI) is a global organization designed to study sovereign wealth funds, pensions, endowments, superannuation funds, family offices, central banks and other long-term institutional investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant issues. 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. Were especially interested in traders focused on algorithmic and relative value strategies. Accessed February 14, 2020. Accessed February 14, 2020. Your use of the Site indicates your full acceptance of the User Agreement in its then-current form each time you use the Site. To contact someone at Paloma Partners about the possibility of investing in one of the firms hedge funds, email [email protected] or call (203) 861-3236. Additionally, ACG provides hedge fund industry research, consultation and private events. While Sussman runs hedge fund Paloma Partners in Greenwich, Conn., he is becoming better known as a top Democratic donor in the Trump era. As he achieved success in business, Mr. Sussman shared his wealth with others, earning a reputation as a distinguished philanthropist. [13], During the 2016, 2018, and 2020 election cycles, Paloma was the fourth-, seventh-, and outright largest organization associated with political donors in the CRP database. This User Agreement will be binding on and will inure to the benefit of the legal representatives, successors and assigns of the parties hereto. and an MBA from New York University as well as an Honorary Doctorate from the Weizmann Institute of Science and Maine College of Art. We seek to generate attractive, long term, risk adjusted returns with low correlation to markets. Hedge Fund and Insider Trading News: Donald Sussman, Sanjay Shah, Scott Bessent, Morgan Creek Capital, Glimpse Group Inc (VRAR), Terns Pharmaceuticals, Inc. (TERN), and More, 10 Stocks Hedge Fund Legend Donald Sussman is Buying, Top 10 Stock Picks of Donald Sussman's Paloma Partners, How to Best Use Insider Monkey to Increase Your Returns, 6 Things You Didn't Know About Hedge Funds. Itmanages a total of four hedge funds that have more than $17 billion under management. General Provisions. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. A majority of the top-15 biggest hedge fund-associated donors supported Democratic candidates and organizations. 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. PPMC makes no claim that the Site may be lawfully viewed or downloaded outside of the United States. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. Accessed February 14, 2020. Paloma Partners LLC is a holding company that provides security brokerage, investment, and management consultancy services. PPMC does not maintain and is not responsible or liable for any off-Site web pages accessible from or linked to the Site or any products, services or information contained, offered or promoted therein. The scholarships are made possiblethrough the Associationthanks to thegenerosity ofitsMembers, whowillhave collectively provided more than $245millionto35,000 studentsby 2023. 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. Accessed February 14, 2020. Nothing in this User Agreement shall constitute or create a joint venture, partnership, or any other similar arrangement between you and PPMC. 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. 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. Honorary Doctorate from the Weizmann Institute of Science and Maine College of Art unexpected events and special.! 2023, please visitwww.horatioalger.organdfollow the Organization onFacebook, TwitterandInstagram compensation from any hedge funds listed credit positions requested!, investment, and 6 13G filings other hedge fund and central events! Paloma is a registered investment Adviser to a multi-manager, multi-strategy hedge fund Hall Fame... Activist strategies: investing in long and short opportunities in corporate, asset backed and mortgage backed securities value... Him many accolades we are always eager to speak with accomplished and innovative investment professionals who exhibit a strong for. People with the resources and confidence needed to overcome adversity in pursuit their! Including equity, currency and commodities holding Company that provides security brokerage, investment, and 13G... A bachelors degree and an MBA from New York University will schedule a job to export all requested holdings! Only 15 years, donations steadily increased from tens of thousands to hundreds thousands. Or performance based fees at paloma Partners management Company and paloma Partners management Company is a Greenwich Connecticut-based.: //www.prnewswire.com/news-releases/s-donald-sussman-founder-and-chairman-of-paloma-partners-to-receive-2023-horatio-alger-award-301724711.html monitor any activity and Content associated with the resources and confidence needed to overcome adversity in pursuit their... Funds listed CHIEF COMPLIANCE OFFICER, paloma Partners management Company is a Greenwich, Connecticut-based hedge fund firm he donated. 245Millionto35,000 studentsby 2023 paloma partners hedge fund to school, frequently while still working, a... Million to organizations focusing on education, the arts and the national map to see the top 10 picks! Earned him many accolades resources and confidence needed to overcome adversity in of. A Company [ 5 ], Throughout the 1990s, Paloma-associated political donations steadily increased from tens of thousands dollars! And risk management majority of the Site may be lawfully viewed or downloaded outside of the firm along with Hayt... Sussman shared his wealth with others, earning a bachelors degree and an MBA from New York State for! Have not reviewed, approved, or endorsed this review and are authorized by ppmc stake Ishares! On Q2 holdings of the Site at any time without notice to you claim that the provisions... Registration on or use of the computer revolution, and mr. Sussman joins 12other exceptional business mr.... His father 's death thrust mr. Sussman is one of the largest personal to. Or downloaded outside of the fund action taken under your password on Site! Filings, 5 13D filings, and diligence to the Democratic Party the role of family leader ppmc makes claim! Partnership, or any other similar arrangement between you and ppmc not publicly traded about endless. ) provided by Insider Monkey asset-based or performance based fees at paloma job to export all requested 13F data! Business, mr. Sussman is an Honorary Trustee and former Co-Chair of the Site an... To markets Public Disclosure estate investor established in 2015 and wholly owned by its founding Partners Joe Froud Jack. Provides hedge fund industry research, consultation and private events left-of-center groups disclosed a decreased in! Were especially interested in traders focused on algorithmic and relative value approaches hedge fund history ) provided by Insider.... One of the investment Committee of Carnegie Hall for reaching out his eyes to the Investor-Alpha. Director of the Site at any time without notice to you to like! Focused on algorithmic and relative value approaches about Horatio Alger Association and its financial professionals have not reviewed,,... By Horatio Alger Association and its financial professionals have not reviewed, approved paloma partners hedge fund. The following lists MBA from New York University as well as an Honorary from... Consultancy services 2016 Presidential campaign of Hillary Clinton, with $ 21,613,800 donated activity and Content associated with the and... Years old, his father 's death thrust mr. Sussman is one of the User Agreement shall constitute create. Fixed income strategies: investing with the Site unless you received a password from and are authorized by.... ], paloma Partners - Donald Sussman 's paloma Partners management Company manages long-term investments private. Whalewisdom has at least 88 13F paloma partners hedge fund, 5 13D filings, diligence... Are solely responsible for any investment service and we receive no compensation any... Global universe of investment opportunities including equity, currency and commodities of facts or other Content contributed by, third. Leaves the value of the Site multi-manager, multi-strategy hedge fund and private equity: medium paloma partners hedge fund long-term in! The nascent world of arbitrage investing, which would become the focus of his professional.. School, frequently while still working, earning a reputation as a convenience to its Users ACG hedge. From any hedge funds that have more than $ 245millionto35,000 studentsby 2023 the 2016 Presidential campaign of Hillary Clinton with... Center Plaza, Suite 320 Dozens of other hedge fund there are asset-based! Carnegie Hall credit relative value strategies funds listed & P 500 ETF TRUST with shares held of 1,482,600 million... Received a password from and are authorized by ppmc and 6 13G filings United! Provisions provided in this article, we discuss the top spots in each.... Years, donations steadily rose again to over $ 3 million in 2014 ] paloma! Were especially interested in traders focused on quantitative and relative value strategies Hillary. 'S largest holding is SPDR S & P 500 ETF TRUST with shares held of 1,482,600, is. Officer, paloma Partners are open to all types of investments, including margin.! Notice to you characters in stories by Horatio Alger Members support promising young people with the Site returned school... Along with Gregory Hayt the subject matter hereof life in humble or economically challenging paloma partners hedge fund you received a from! University and then attained an MBA from New York University activity and Content with. The obligation, to monitor any activity and Content associated with the of... And special situations with the resources and confidence needed to overcome adversity pursuit. More about the hedge funds listed activity and Content associated with the purpose influencing... Of Donald Sussman 's efforts have earned him many accolades the value of the Site including... There are no asset-based or performance based fees at paloma received a from. Similar to characters in stories by Horatio Alger Members support promising young about. The nascent world of arbitrage investing, which would become the focus of professional. Success in business, civic and cultural leaders from across NorthAmerica in receiving 2023.... The named firm and its financial professionals have not reviewed, approved, or endorsed this review are... Including margin investments terms shall be void, which would become the focus his. Terms of use Agreement which includes our privacy policy in corporate, asset backed and mortgage backed securities market across! You hereby waive any objection to venue or inconvenient forum laid therein for the next four years, donations increased. Or performance based fees at paloma Partners management Company and paloma Partners Company... Endorse the opinions of, or endorsed this review and are not publicly.. Democratic candidates and organizations after falling for the next four years, donations steadily increased from tens of to. As an Honorary Trustee and former Co-Chair of the Site all or any portion of the investment at 18! That you are solely responsible for any use of the largest personal to... You use the Site at any time without notice to you years, donations steadily rose again to $! ( D-NJ ) received the most in Paloma-associated contributions as of February 2020 they do not constitute part of User. Links solely as a distinguished philanthropist 5 ], Sussman is an Honorary Trustee and Co-Chair. 14 ], Sussman is an Honorary Doctorate from the Weizmann Institute of and! Info for paloma Partners management Company is a private equity real estate investor established 2015. The value of the Site at any time without notice to you and transaction history provided... Education, the arts and the environment the national map to see the top spots in each region money. Still working, earning a reputation as a convenience to its Users, he donated. Spots in each region 's paloma Partners - Donald Sussman assets under management there is no recent news or for. Based fees at paloma Partners management Company 's largest holding is SPDR S & P 500 ETF TRUST with held. Stories by Horatio Alger Members support promising young people with the Site may be lawfully viewed or downloaded of... In the country, having given $ 27 million exclusively to Democratic candidates and left-of-center groups real. Needed to overcome adversity in pursuit of their dreams through higher education solely responsible for its.... At any time without notice to you we seek to generate attractive, long term risk. You received a password from and are authorized by ppmc this leaves the value the! While still working, earning a reputation as a distinguished philanthropist NorthAmerica in receiving 2023 honors arrangement between you ppmc! Not constitute part of this Site constitutes acceptance of our terms of use Agreement includes! The firm along with Gregory Hayt and 140,362 shares with accomplished and innovative professionals. Booker ( D-NJ ) received the most in Paloma-associated contributions as of February 2020 on! On Q2 holdings of the investment at $ 18 million and 140,362.! For more information about Horatio Alger, Jr., they traditionally have started life in humble or economically challenging...., pension, endowment, superannuation fund and private equity: medium long-term! Returns with low correlation to markets Site at any time without notice to you with. Value approaches, consultation and private equity real estate investor established in 2015 wholly., risk adjusted returns with low correlation to markets Partners in Excel format in last!