Clients
Ge Investment Management serves 1 clients. The average client has about $24.4 billion with the firm.
- Pooled investment vehicles1 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $24,357,919,148 | 100.0% | $24.36B |
| Total | 1 | $24,357,919,148 | 100% | $24.36B |
- Clients
- 1
- Regulatory AUM
- $24,357,919,148
- Share
- 100.0%
- Avg. per client
- $24.36B
Total
- Clients
- 1
- Regulatory AUM
- $24,357,919,148
- Share
- 100%
- Avg. per client
- $24.36B
What it does
Ge Investment Management provides portfolio management for pooled vehicles and selecting other managers. It is paid through other arrangements.
Ge Investment Management advises no private funds.
100.0% of assets ($24.36B across 1 account) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Ge Investment Management has custody of $24.36B for 1 clients.
- All other custodians$24.36B100%
Ownership and leadership
General Electric Company owns 75% or more of Ge Investment Management.
- Owns 75% or more of Ge Investment Management Corp
General Electric Company
Control person · since February 1988
Leadership
- Anandh HariPresident, CIO and Director
- Daniel FurmanVP, General Counsel, Secretary, Director, & CCO
Staff
- 5 employees
- 2 in advisory functions
Reported holdings
Ge Investment Management’s reported 13F holdings total $320.9M across 4 positions, and the ten largest make up 100.0% of it.
- $320.9M
- Reported 13F value
- 4
- Positions
- 100.0%
- In the 10 largest
- +31.6%
- Value vs. prior quarter
- GE Aerospace99.7%
- Ssga Active ETF TR · ST Str BL LN ETF0.1%
- SPDR Series Trust · ST Inter BD ETF0.1%
- iShares TR · Core US Aggbd ET0.0%
Together, the ten largest are 100.0% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $320.9M is not its $24.36B in regulatory assets and does not represent any individual client's portfolio.
Fees
Ge Investment Management is paid through other.
Ge Investment Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Ge Investment Management has 0 offices, with 1 listed address in 1 state.
Connecticut · 1 listed address
- 901 Main Avenue, the Towers at Merritt River, NorwalkHQ
Registration details
- Legal name
- Ge Investment Management Corp
- Headquarters
- 901 Main Avenue, The Towers at Merritt River, Norwalk, CT 06851
- Phone
- 203-229-1145
- Website
- Not reported
- SEC file
- 801-126850
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Ge Investment Management have?
Ge Investment Management has 1 clients and manages $24.4 billion for them, as of January 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 January 2026
What services does Ge Investment Management offer?
Ge Investment Management provides portfolio management for pooled vehicles and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Ge Investment Management have?
Ge Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Ge Investment Management?
Ge Investment Management’s direct owner is General Electric Company (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 January 2026
How does Ge Investment Management get paid?
Ge Investment Management is paid through other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file