S. DONALD SUSSMAN
Paloma Partners

Organization

Inception

1981

Assets
      Current
      Peak

$1.6 billion
$2.0 billion

Edge

Exclusive manager relationships; daily position transparency; sophisticated risk management systems

Office Location

Greenwich, Connecticut—headquarters Various trading centers in New York metropolitan area, Seattle, Toronto, London, Tokyo, and Melbourne

Number of People

200+

Type of Organization

Exclusive managers

His Role

Chairman and director of asset allocation and risk management

Investment Committee

No

Reward System

Typical group earns incentive over a hurdle

Number of Investors

300+

Type of Investor

Insurance companies, family offices and high-net-worth individuals, pensions, foundations, offshore persons, and entities

GP/Principals'
Ownership of Assets

Exceeds 10 percent of total capital

Endowments

Not disclosed

Methodology/
Portfolio Composition

Style

Market neutral

Number of Positions in Portfolio

2,500+