Stelliam Investment Management LP (New York)

Name: Stelliam Investment Management LP
Address: 900 Third Avenue, New York, NY, 10022
Telephone: 212-490-6700

Stelliam Investment Management LP is a large advisory firm based in New York. It manages $637.7 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2012.

Stelliam Investment Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stelliam Investment Management: assets under management

The assets under management (AUM) of Stelliam Investment Management LP is $637.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and $402.59 million of the total AUM is attributable to clients outside of the United States.

The firm manages $637.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.97 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stelliam Investment Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Stelliam Investment Management serves?

The only and largest group of clients of Stelliam Investment Management is pooled investment vehicles with 10 clients and $426.79 million of assets under management. Among the 10 most similar advisory firms, Stelliam Investment Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $426.79 million for 10 clients. 64% of the firm’s clients are foreign persons or businesses.

Stelliam Investment Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $2,500,000.

Careers at Stelliam Investment Management LP

The company employs 12 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stelliam Gp Llc	General partner	1 Sep 2006	Other	1001
Ross Stewart Margolies	Limited partner/managing member of stelliam gp llc	1 Sep 2006	75% - 100%	2199415
Margolies 2006 Trust For The Fbo Issue	Limited partner	1 Feb 2007	Other	1002
Patricia Ann Margolies	Margolies 2006 trust for the fbo issue	1 Feb 2007	Other	1333562
Gregg L Kudisch	Chief financial officer	1 Apr 2007	Other	5896416
Andrew David Rosson	Chief administrative officer	1 Jul 2013	Other	1871114
Leon Bernard Hirth	General counsel/chief compliance officer	1 Sep 2013	Other	6298638
John (Nmn) Cipriano	Chief operating officer	1 Sep 2015	Other	4924061

Based in New York

The principal office where Stelliam Investment Management LP performs its advisory services is located at 900 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-490-6700 or by fax 212-490-6777. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at stelliam.com/.