{"url":"https://nivawealth.com/firms/ge-investment-management-323648","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323648","regulatoryAum":24357919148,"crd":"323648","secFileNumber":"801-126850","legalName":"Ge Investment Management Corp","displayName":"Ge Investment Management","website":null,"founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"901 Main Avenue, The Towers at Merritt River","city":"Norwalk","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06851"},"tradeNames":[],"registration":{"secApproved":"21 November 2022","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":5,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":24357919148,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":24357919148}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Ge Investment Management has custody of $24.36B for 1 clients.","otherCustodians":[],"leadership":[{"name":"Anandh Hari","title":"President, CIO and Director","crd":"4462808"},{"name":"Daniel Furman","title":"VP, General Counsel, Secretary, Director, & CCO","crd":"8086042"}],"ownership":[{"label":"General Electric Company","detail":"Owner in the 75% or more ownership band and a control person, since February 1988."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"901 Main Avenue, the Towers at Merritt River","city":"Norwalk","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-229-1145","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"30 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323648/PDF/323648.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ge Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ge Investment Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ge Investment Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ge Investment Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ge Investment Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/ge-investment-management-323648/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1125824/000090266426003521/0000902664-26-003521-index.html","totalValue":320887181,"positionCount":4,"top10Share":1,"top10":[{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":320053776,"shares":856377,"shareType":"SH","priorValue":243014101,"priorShares":856377},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR BL LN ETF","cusip":"78467V608","value":444681,"shares":11037,"shareType":"SH","priorValue":443025,"priorShares":11037},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":387734,"shares":11588,"shareType":"SH","priorValue":388662,"priorShares":11588},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":990,"shares":10,"shareType":"SH","priorValue":993,"priorShares":10}],"positionsListed":4,"positions":[{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":320053776,"shares":856377,"shareType":"SH","priorValue":243014101,"priorShares":856377},{"issuer":"SSGA ACTIVE ETF TR","titleOfClass":"ST STR BL LN ETF","cusip":"78467V608","value":444681,"shares":11037,"shareType":"SH","priorValue":443025,"priorShares":11037},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":387734,"shares":11588,"shareType":"SH","priorValue":388662,"priorShares":11588},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":990,"shares":10,"shareType":"SH","priorValue":993,"priorShares":10}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}