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Spectrum Asset Management, Inc.

● SEC registered since 1987CRD 300463SEC# 801-30405Stamford, CT
Export (members)
Ranks #381 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$19.68B
Fund GAV
$39.6M
Private funds
1
Employees
26
Accounts
78
Location
Stamford, CT

Spectrum Asset Management, Inc. assets under management

Spectrum Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Stamford, CT. The firm has been registered since 1987. It reports $19.7 billion in regulatory assets under management and employs 26 people. Spectrum Asset Management, Inc. manages 1 private fund with combined gross assets of $39.6 million, including Spectrum Capital Securities Institutional Fund LLC. By regulatory assets, it ranks 381 of 5,911 private fund managers.

Spectrum Asset Management, Inc. private funds

1 funds · $39.6M GAV
FundTypeGross assetsMin.
Spectrum Capital Securities Institutional Fund LLCOther Private$39.6M$1M

Spectrum Asset Management, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Jean Marie OrlandoFinancial Operations Principal & Chief Financial OfficerUnder 5%2000
Joseph Andrew HanczorManaging Director & Chief Compliance OfficerUnder 5%2009
Joseph John UrciuoliExecutive Director & Head Of ResearchUnder 5%2010
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Frequently asked questions

How much does Spectrum Asset Management, Inc. manage?

Spectrum Asset Management, Inc. reports $19.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Spectrum Asset Management, Inc. manage?

Spectrum Asset Management, Inc. manages 1 private funds with combined gross assets of $39.6 million.

How many employees does Spectrum Asset Management, Inc. have?

Spectrum Asset Management, Inc. reports 26 employees.

Where is Spectrum Asset Management, Inc. located?

Spectrum Asset Management, Inc. is based in Stamford, CT and has been SEC-registered since 1987.

Does Spectrum Asset Management, Inc. disclose fund performance?

Spectrum Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 High Ridge Park, Stamford, CT 06905
Phone203-322-0189
Fax203-968-6082
Office hours8a.m. - 5:30p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$15.09B
Non-discretionary$4.6B
Total (RAUM)$19.68B

Service providers