SmartAssets, If you do invest in hedge funds, dont forget to budget for the. Create Email Alert, ***Log In or "At Paloma, Nick had a stellar reputation as a. Past performance is no indication of future performance, and nothing on this Web site should be interpreted to state or imply otherwise. [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. Mr. Sussman joins 12other exceptional business, civic and cultural leaders from across NorthAmerica in receiving 2023 honors. [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. [2]: Leadership. ProPublica. In 2013, he was named to the Institutional Investor-Alpha Hedge Fund Hall of Fame. 484-385-2934 (office) For more information about Horatio Alger Association and its Member Class of 2023, please visitwww.horatioalger.organdfollow the organization onFacebook,TwitterandInstagram. You may print copies of any accessible portion of the Site only for your own personal use. Nevertheless, he eventually returned to school, frequently while still working, earning a bachelors degree and an MBA from New York University. 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. Paloma Partners specializes in hedge fund investment, trading, dynamic capital allocation and risk management services. The 2023 awardees exemplify the Associations mission and are proof that the American Dream is within reach for all who seek it.. Instead, most of the expenses are passed-through and paid by the feeder funds and investors. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Paloma Partners Management Company (PPMC) Terms of Use: By accessing or using this Paloma Partners Management Company ("PPMC") internet website (the "Site") you hereby accept and agree to comply with the terms and conditions set forth in this User Agreement (this "User Agreement"), and you shall be considered a "User." Distressed strategies: investing in securities and other assets of issuers of weak financial condition. Paloma Partners is a hedge fund manager based in Greenwich, CT. Indemnity. DYNAMIC CAPITAL ALLOCATION among a changing group of strategies and portfolio managers as market opportunities shift, FLEXIBLE TRADING MODEL designed for the realities of ever changing markets, A focus on RISK MANAGEMENT and capital preservation, The ongoing search for accomplished and innovative INVESTMENT TALENT. 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. Restless as a Columbia University undergraduate, he took a leave of absence and began working for a small brokerage firm. to see more advanced email alert options such as selecting any type of 2023 Paloma Partners Management Company. Hedge Fund Alert first reported Hendel's move to Paloma. The firm last filed a Form D notice of exempt offering of securities on 2022-03-24. Board of Trustees. Carnegie Hall. List of hedge funds are not intended for investment purposes. The New Investment Superstars: 13 Great Investors and their Strategies for Superior Returns. John Wiley & Sons. The experience opened his eyes to the nascent world of arbitrage investing, which would become the focus of his professional life. PACRONYM, a Super PAC opposed to President Donald Trump, received $1 million. Capital structure strategies: exploiting pricing inefficiencies and information asymmetry. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. "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. With respect to the resolution of any such controversy, you further acknowledge that: Arbitration is final and binding on the parties. Palomar is a private family office, we do not provide any investment advice, or accept any outside money. All or any portion of the Site may not be available and may not function properly at any time. Only includes UK, France, Germany, Japan, and HKEX are presently being processed. The arbitrators' award is not required to include factual findings or legal reasoning and any party's right to appeal or to seek modification of rulings by the arbitrators is strictly limited. Advisors at Paloma Partners are open to all types of investments, including margin investments. All investing involves risk, including loss of principal. PPMC may assign this User Agreement in whole or in part at any time without your consent. Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Persons associated with Paloma have already donated $14 million in the 2020 election cycle. You may not access any password-protected portion of the Site unless you received a password from and are authorized by PPMC. He has even served on the boards of liberal organizations like the Center for American Progress and the Democracy Alliance. The Association also aims to educate young people about the endless opportunities available by the free-enterprise system through commitment, honesty, and diligence. This goal was tragically cut short when he suddenly passed away. Hillary Clinton (D). Open Secrets. Paloma Partners is a hedge fund manager based in Greenwich, CT. Accessed February 14, 2020. Get full info on Paloma Partners including updated assets under management, executive and company emails, and more than 35 categories of additional information. Their last reported 13F filing for Q3 2022 included $2,201,588,000 in managed 13F securities 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. Links to off-Site web pages do not necessarily constitute third person, sponsorship or affiliation of, with or by PPMC and should not be construed as such. Disclaimer of Warranties. said Mr. Sussman. Their last reported 13F filing for Q3 2022 included $2,201,588,000 in managed 13F securities and a top 10 holdings concentration of 44.34%. You acknowledge that the information contained on the Site is not and should not be construed as advice or recommendations regarding individual securities including advice or recommendations concerning the suitability of, and investment strategies for, individual securities. He has published on risk management and derivatives issues in various finance publications and was a consultant and contributor to the first Sound Practices for Hedge Fund Managers, published in 2000. Hedge Fund: Phone: Address: Source: Fund AUM and Sold ($) 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 . 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). He is responsible for all PPMC activities related to the Paloma Fund and also runs the Risk Management Group. Your use of links to any third person via the Site is at your own sole risk. Hedge Fund and an MBA from New York University as well as an Honorary Doctorate from the Weizmann Institute of Science and Maine College of Art. Finding the right financial advisor near you doesnt have to be hard. Mr. Sussman is an Honorary Trustee and former Co-Chair of the Investment Committee of Carnegie Hall. These lists are not intended for potential investors and should under no circumstance be relied upon for making investment decisions. Arbitration shall be conducted in the Borough of Manhattan, New York State. 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. As he achieved success in business, Mr. Sussman shared his wealth with others, earning a reputation as a distinguished philanthropist. You are prohibited from violating or attempting to violate the security of the Site. Any purported assignment of this User Agreement in violation of its terms shall be void. PPMC hereby grants you a revocable, nontransferable, nonexclusive right to use the Site solely in accordance with this User Agreement. There was an error. It was the dawn of the computer revolution, and Mr. Sussman became a pioneer in applying quantitative techniques to investing. Additionally, ACG provides hedge fund industry research, consultation and private events. Paloma Partners is based out of Greenwich. 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. [12] In 2016, these donations jumped to over $41 million, before declining to $28 million in 2018. About SS&C Technologies. 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. Paloma Partners Management Co closed its position in Ishares Tr on 15th August 2022. 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 There are no guarantees that working with an adviser will yield positive returns. [18], Paloma has been criticized along with other politically active hedge funds for having undue influence over the electoral process. We may change all or any portion of the Site at any time without notice to you. 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. 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 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. About Horatio Alger Association of Distinguished Americans: Founded in 1947, the Horatio Alger Association of Distinguished Americans, Inc. is dedicated to the simple but powerful belief that hard work, honesty and determination can conquer all obstacles. For more information, please visit www.horatioalger.org. You agree that we are not liable for any action you take or decision you make in reliance on any Content. Accessed February 14, 2020. Accessed February 14, 2020. For more information about Horatio Alger Association and its Member Class of 2023, please visitwww.horatioalger.organdfollow the organization onFacebook,TwitterandInstagram. Subscribe to WhaleWisdom to view all filing data Carly Colombo I look forward to networking with Scholars and joining the Members to help expand upon that impact.". [8], Sussmans personal net worth is estimated at $500 million. Dated Content speaks only as of the date indicated. 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. A financial advisor can help you get your portfolio in order regardless of your current situation. 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. The biggest names in the hedge fund industry gave tens of millions to both parties in the 2018 midterms here are the top donors. Business Insider. 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. 13F filing from PALOMA PARTNERS MANAGEMENT COMPANY, enter your About Us. Errors are noted below: Thanks for reaching out. In order to cooperate with governmental requests, to protect PPMC's systems and Users, to ensure the integrity and operation of PPMC's Site, business or systems, or otherwise to comply with the law and legal process, PPMC may access and disclose any information it considers necessary or appropriate. In 2013, he was named to the Institutional Investor-Alpha Hedge Fund Hall of Fame. We seek to generate attractive, long term, risk adjusted returns with low correlation to markets. Mr. Sussman was born into humble beginnings to a father who saved money his entire life with a goal of funding his childrens education. 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 primarily utilizes a multi strategy strategy. Lois Peltz. Accessed February 14, 2020. S-DONALD-SUSSMAN Bio Palmoa Partners Profile of 2020 Election Cycle. Open Secrets. Since 1984, theAssociationhasawardedannualneed-based scholarshipstohigh school students who havedisplayeddedication to pursuing higher education despitesignificantobstacles throughout their lives. 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. 99 Canal Center Plaza, Suite 320 SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Headings used in this User Agreement are for convenience only. Passwords and Security. No Recommendations of Individual Securities or Strategies. Copyright 2008-2020 HedgeFundJobList.com | All Rights Reserved |. You may access Palomas Form ADV atInvestment Adviser Public Disclosure. This is not a solicitation for any investment service and we receive no compensation from any hedge funds listed. SWFI is a minority-owned organization. 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. [16], In the 2020 cycle, Paloma-associated contributions have mostly gone to Democratic Congressional candidates and PACs. 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). SWFI facilitates sovereign fund, pension, endowment, superannuation fund and central bank events around the world. Dozens of other hedge fund and private equity operators gave lesser amounts to the Hillary Victory Fund. IN NO EVENT SHALL THE LIABILITY OF PPMC OR OF ANY PPMC AFFILIATE IN ANY CIRCUMSTANCE EXCEED $100. Download full info for Paloma Partners in Excel format in the following lists. Personal use the 2023 awardees exemplify the Associations mission and are authorized by.. Onfacebook, TwitterandInstagram interpreted to state or imply otherwise we receive no compensation from any hedge funds.... Partners are open to all types of investments, including margin investments by! The American Dream is within reach for all PPMC activities related to the fund... Personal net worth is estimated at $ 500 million midterms here are top! You agree that we are not intended for potential investors and their strategies for Superior Returns events around the.! 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