Aladdin Capital Management LLC (Stamford)


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.