After falling for the next four years, donations steadily rose again to over $3 million in 2014. Nevertheless, he eventually returned to school, frequently while still working, earning a bachelors degree and an MBA from New York University. Notice to PPMC. 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%. You must have a subscription to view WhaleScore histories. Distressed strategies: investing in securities and other assets of issuers of weak financial condition. In 2002, donations spiked to $1.2 million. 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. Palomar is a private family office, we do not provide any investment advice, or accept any outside money. You are solely responsible for any use of or action taken under your password on the Site. Joint Venture. Our approach leverages the team's expertise in convertible and other hybrid securities. The filing was for a pooled investment fund: hedge fund The notice included securities offered of Equity,Pooled Investment Fund Interests Investments in real assets: investing in physical, tangible assets including commodities, equipment, natural resources and property. Irvine, CA 92612. Copyright 2023 InfluenceWatch. One-Time Checkup with a Financial Advisor. I look forward to networking with Scholars and joining the Members to help expand upon that impact.". The experience opened his eyes to the nascent world of arbitrage investing, which would become the focus of his professional life. [3], Sussman was born in Miami, FL. Average Retirement Savings: How Do You Compare? 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. Mr. Sussman is an Honorary Trustee and former Co-Chair of the Investment Committee of Carnegie Hall. 484-385-2934 (office) 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). or to simply have an email sent to you whenever we receive a new You are prohibited from violating or attempting to violate the security of the Site. Mr. Sussmans efforts have earned him many accolades. All rights reserved. Hedge Fund Alert first reported Hendel's move to Paloma. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. 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. 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. The Association honors the achievements of outstanding leaders who have accomplished remarkable successes in spite of adversity by bestowing upon them the Horatio Alger Award and inducting them as lifetime Members. 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 . The largest recipients have been the House Majority PAC and Senate Majority PAC, both of which received $4 million. Paloma Partners. Open Secrets. Sovereign Investor Leadership Conference March 2023. Accessed February 14, 2020. Sussman has served on the boards of a number of civic, cultural, educational, and research institutions and is a major contributor to Democratic candidates and causes. Other product and company names and trademarks appearing on the Site may be trademarks of their respective owners. Paloma is a multi-strategy hedge fund that has a historical focus on quantitative and relative value strategies. View Last Form Adv Compilation Report on Record, HTTPS://WWW.LINKEDIN.COM/COMPANY/PALOMA-PARTNERS-MANAGEMENT-COMPANY, BANK OF CYPRUS HOLDINGS PUBLIC LIMITED COMPANY. Paloma Partners is a hedge fund manager based in Greenwich, CT. This is not an offer to buy or sell any security or interest. 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. 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. 2008-2023 Sovereign Wealth Fund Institute. HTTPS://WWW.PALOMA.COM [2]: Your use of links to any third person via the Site is at your own sole risk. The Association honors the achievements of outstanding leaders who have accomplished remarkable successes in spite of adversity by bestowing upon them the Horatio Alger Award and inducting them as lifetime Members. Each of these incredible leaders has also shared their success with others, giving generously to important causes and communities in need. Get our editors daily picks straight in your inbox! SWFI is a minority-owned organization. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world For. Accessed February 14, 2020. PPMC has the right, but not the obligation, to monitor any activity and Content associated with the Site. 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 WASHINGTON, Jan. 18, 2023 . 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. No Recommendations of Individual Securities or Strategies. [3] Contents Instead, most of the expenses are passed-through and paid by the feeder funds and investors. 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. He is responsible for all PPMC activities related to the Paloma Fund and also runs the Risk Management Group. 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. We seek to generate attractive, long term, risk adjusted returns with low correlation to markets. 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. 6. There was an error. Errors are noted below: Thanks for reaching out. All investing involves risk, including loss of principal. Paloma Partners Management is a fund manager in Greenwich with $12.94 bn assets under management. I look forward to networking with Scholars and joining the Members to help expand upon that impact.. About SS&C Technologies. Accessed February 14, 2020. 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 has raised approximately 520 million of capital from investors in Europe, the Middle East and North America and this capital is wholly discretionary allowing it to rotate opportunistically between the UK's President & Chief Risk Officer. 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. Additionally, ACG provides hedge fund industry research, consultation and private events. 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 Convertible securities: exploiting price differentials between convertible securities and the underlying security. We make reasonable efforts to provide accurate Content on the Site, but at times we may not promptly update or correct the Site even if we are aware that it is inaccurate, outdated or otherwise inappropriate. THE SITE AND ALL INFORMATION AVAILABLE ON OR VIA THE SITE ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION: (1) ANY WARRANTIES CONCERNING THE AVAILABILITY, RELIABILITY, ACCURACY, COMPLETENESS, TIMELINESS OR SEQUENCING OF THE SITE OR THE CONTENT, PRODUCTS OR SERVICES AVAILABLE ON OR VIA THE SITE; AND (2) ANY WARRANTIES OF TITLE OR EXPRESS OR IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT OF INTELLECTUAL PROPERTY AND PROPRIETARY RIGHTS. [1]: Horatio Alger Members support promising young people with the resources and confidence needed to overcome adversity in pursuit of their dreams through higher education. "At Paloma, Nick had a stellar reputation as a. Past Performance. Company profile Website www.paloma.com Employees Incorporated Delaware Location Connecticut Fiscal year end Dec 31 Industry Hedge Fund Former names Sunrise Partners Limited Partnership, Sunrise Partners Limited Partnership, Sunrise Partners LLC SEC CIK 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. No Advice, Offers or Solicitations. A financial advisor can help you get your portfolio in order regardless of your current situation. 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. We make reasonable efforts to ensure that the Site is secure but we do not guarantee the security of the Site. When completed, an email will be sent to the email address you specify 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. Were especially interested in traders focused on algorithmic and relative value strategies. He is particularly concerned with environmentalist policy. 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. Mr. Hayt is also responsible for the management of PPMC. WITHOUT LIMITING THE FOREGOING PROVISIONS OF THIS PARAGRAPH, THESE LIMITATIONS ALSO APPLY TO ANY THIRD PARTY CLAIMS AGAINST USERS. You agree that the notice provisions provided in this User Agreement are reasonable. 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. [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. The search for talent is a core part of our operating model and we welcome. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. 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. IMPORTANT DISCLOSURES & AGREEMENTS About Since our founding we have built a reputation for longevity in hedge fund investing. 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. This User Agreement replaces all prior or contemporaneous understandings or agreements, written or oral, regarding the subject matter hereof. All or any portion of the Site may not be available and may not function properly at any time. Enforceability. Paloma Partners Management Company Review -- SmartAsset | SmartAsset.com Want to learn more about the hedge funds Paloma Partners Management Company manages? 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. You are limited to the prior 8 quarters of 13F filings. Sussman serves as director of the firm along with Gregory Hayt. Top Organization Contributors. Open Secrets. 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. How do I update this listing? As part of its registration with the U.S. Securities and Exchange Commission Paloma Partners has filed a Form ADV. We seek to invest and manage based on certain core principles. divided by the total MV of the fund. IN NO EVENT SHALL PPMC OR ANY OF ITS AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE OR CONSEQUENTIAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF DATA, BUSINESS OR PROFITS) ARISING OUT OF OR IN CONNECTION WITH THIS USER AGREEMENT, WHETHER BASED ON CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF PPMC OR ANY OF ITS AFFILIATES HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, AND NOTWITHSTANDING THE FAILURE OF THE ESSENTIAL PURPOSE OF ANY REMEDY. In the last 15 years, he has donated approximately $100 million to organizations focusing on education, the arts and the environment. Termination. 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. Since our founding we have built a reputation for longevity in hedge fund investing. [4], Sussman is an ideological liberal and supports the Democratic Party. The 2023 awardees exemplify the Association's mission and are proof that the American Dream is within reach for all who seek it.". We do not endorse the opinions of, or warrant the accuracy of facts or other Content contributed by, any third party. For more information about Horatio Alger Association and its Member Class of 2023, please visitwww.horatioalger.organdfollow the organization onFacebook,TwitterandInstagram. Accessed February 14, 2020. By the 40th anniversary of the Association's 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. The Association administers more than 70 undergraduate and graduate need-based scholarship programs. 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 They arent generally the best option for amateur investors -- in fact, you must be an accredited investor to invest in one.That said, there are no disclosures on the record at Paloma. [11], Throughout the 1990s, Paloma-associated political donations steadily increased from tens of thousands to hundreds of thousands of dollars. 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