Aladdin Capital Management LLC (Stamford)

Name: Aladdin Capital Management LLC
Address: One Landmark Square, Stamford, CT, 06901
Telephone: 203-357-8500

Aladdin Capital Management LLC is a large advisory firm based in Stamford. It manages $2.8 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Connecticut.

Aladdin Capital 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.

Aladdin Capital Management: assets under management

The assets under management (AUM) of Aladdin Capital Management LLC is $2.8 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400.11 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aladdin Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aladdin Capital Management LLC

George Mcmurray Marshman has served as the Chief Investment Officer since 1 Oct 1999 and Aminkhan Abdulali Aladin is the Chief Executive Officer of Aladdin Capital Management LLC family office. Thomas Edward Bancroft joined the executive team most recently as the Key Manager, Portfolio Manager And Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Mcmurray Marshman	Chief investment officer	1 Oct 1999	Other	2170808
Brent Kalmen Shum	Director, structured credit	1 Oct 1999	Other	2476551
Paul Henry Eichhorn	Chief financial officer	1 Oct 1999	Other	2220122
Aminkhan Abdulali Aladin	Chief executive officer	1 Dec 1999	Other	1215501
Scott Barry Macdonald	Director of research	1 Jun 2000	Other	2401644
Aladdin Capital Holdings	Member	1 Dec 2001	75% - 100%	13-4086684
Aladdin Capital Holdings Llc	Member	1 Dec 2001	75% - 100%	13-4086684
Marc Michael Groz	Director, chief risk officer	1 Dec 2002	Other	1515851
David Edward Mcclean	Director, chief compliance officer and secretary	1 Jul 2003	Other	1211045
Joseph Edward Breslin	Chief operating and compliance officer	1 Feb 2005	Other	1024480
Kieran Charles Lyons	Chief compliance officer	1 Jun 2005	Other	1256950
Joseph Alexander Schlim	Chief financial officer	1 Mar 2006	Other	2502404
Melissa May Hurley	Chief compliance officer	1 Nov 2007	Other	1996915
William Emerson Corson	Chief compliance officer	1 Feb 2008	Other	4872608
George Mcmurray Marshman	President and chief operating officer	1 May 2008	Other	2170808
Patrick Brady Maloney	Chief compliance officer	1 Jun 2008	Other	4777731
Neal Eric Neilinger	Vice chairman/chief investment officer	1 Oct 2008	Other	1814368
Stephen W Mandella	Chief financial officer/chief operating officer	1 May 2009	Other	4934235
Thomas Christopher Donahoe	Md global chief risk officer	1 Jan 2010	Other	4411739
Sharad A Samy	Smd-general counsel	1 Jan 2010	Other	5756640
Sharad Anantha Samy	Smd-general counsel/chief compliance officer	1 Jan 2010	Other	5756640
William Simonds Lutkins	Chief investment officer	1 Feb 2012	Other	6041685
Thomas Edward Bancroft	Key manager, portfolio manager and managing director	1 Dec 2012	Other	1783510

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sojitz Of America	Member	1 Oct 1999	25% - 50%	13-5610360
Njc Investments Inc.	Member	1 Oct 1999	25% - 50%	20-0446504
Aminkhan Abdulali Aladin	Owner	1 Nov 1999	25% - 50%	1215501
Aminkhan Abdulali Aladin	General partner	1 Dec 2003	75% - 100%	1215501
Aladin Limited Partnership	Member	1 Dec 2003	25% - 50%	22-3602772
Neal Eric Neilinger	Member	1 Jan 2009	25% - 50%	1814368

Based in Stamford

The principal office where Aladdin Capital Management LLC performs its advisory services is located at One Landmark Square, Stamford, CT 06901, 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 203-357-8500 or by fax 203-602-7744. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.aladdincapital.com.