Ssaris Advisors LLC (Wilton)


Ssaris Advisors LLC is a large advisory firm based in Wilton. It manages $324.68 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

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Ssaris Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and futures & options on futures including futures only managed accts. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ssaris Advisors: assets under management

The assets under management (AUM) of Ssaris Advisors LLC is $324.68 million, 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 $324.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.94 million each.
Ssaris Advisors has custody of $307 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ssaris Advisors LLC 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.

Careers at Ssaris Advisors LLC

Robert Paul Covino has been acting as President since 1 Jan 2014. Michael Vincent Leventakos joined the executive team most recently as the Controller.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Rth Partners Llc Member 1 May 2001 75% - 100% 06-1620826
Mark (Nmn) Rosenberg Director & chairman 1 May 2001 Other 404418
James Francis Tomeo Director & chief operating officer 1 May 2001 Other 1626533
Peter Anthony Hinrichs Chief financial officer & chief administrative officer 1 May 2001 Other 1328124
State Street Global Alliance Llc Member 1 May 2001 50% - 75% 52-2289770
John Snow Director 1 May 2001 Other 2601101
Mark Rosenberg Director, chirman, ceo, & cio 1 May 2001 Other 404418
Suzanne Oram Director 1 May 2001 Other 2371762
Ssaris Advisors Llc Sole member, ssaris management llc 1 Oct 2001 75% - 100% 114122
Joseph Henry Cromarty Director 1 Mar 2003 Other 2351673
Alan John Brown Director 1 Jul 2003 Other 4358722
Christopher Montgomery Pope Director 1 Jul 2003 Other 1259309
Joseph Michael Lyons Director 1 Apr 2005 Other 2652315
Jared Alvah Chase Director 1 Mar 2007 Other 2356434
Stephen Hathaway Marshall Director 1 Dec 2008 Other 2723358
Llc State Street Global Alliance Ii Member 1 Feb 2011 75% - 100% 0613113175
Shawn C.D. Johnson Director 1 Feb 2011 Other 5610318
Shawn C.D. (Mi Only) Johnson Director 1 Feb 2011 Other 5610318
Marc Peter Brown Director 1 Apr 2012 Other 6100668
Richard Frederic Lacaille Director 1 Jun 2012 Other 4419109
Scott Francis Powers Director & co-chairman 1 Jun 2012 Other 1482612
Roger Adrian Miranda Chief compliance officer 1 Jun 2013 Other 5262901
Andrew Edward Fisch Cio - hedge fund of funds 1 Jul 2013 Other 3190868
Paul Richard Lucek Director, chief executive officer & cio - hedge funds 1 Jan 2014 Other 2730753
Robert Paul Covino President 1 Jan 2014 Other 4143127
Debra Ann Luf Chief compliance officer 1 Mar 2014 Other 5001670
Michael Vincent Leventakos Controller 1 Mar 2016 Other 6626639

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
State Street Corporation Shareholder 1 Jun 1990 75% - 100% 04-2456637
Inc. Limetree Investments Member 1 Jul 2000 25% - 50% 134147037
Abp Shareholder 1 Jul 2000 75% - 100% 046288081
Inc. State Street Global Advisors Member 1 Jul 2000 75% - 100% 06-1313175
Stichting Pensioenfonds Abp Shareholder 1 Jul 2000 75% - 100% 046288081
Inc. State Street Global Advisors Member 1 Feb 2011 75% - 100% 06-1313175

Based in Wilton

The principal office where Ssaris Advisors LLC performs its advisory services is located at 187 Danbury Road, Wilton, CT 06897 4079, 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 203-328-7200 or by fax 203-328-7299. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at ssaris.com.