Samlyn Capital, LLC (New York)


Samlyn Capital, LLC is a large advisory firm based in New York. It manages $6.72 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012.

Samlyn Capital 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.

Samlyn Capital: assets under management

The assets under management (AUM) of Samlyn Capital, LLC is $6.72 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and $5.13 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $6.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $747.22 million each.
Samlyn Capital has custody of $3.96 billion in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Samlyn Capital, 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.

What kind of clients Samlyn Capital serves?

The only and largest group of clients of Samlyn Capital is pooled investment vehicles with 9 clients and $6.72 billion of assets under management. Among the 7 most similar advisory firms, Samlyn Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.72 billion for 9 clients. 67% of the firm’s clients are foreign persons or businesses.

Samlyn Capital also advises several private funds. Namely, eight hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Samlyn Capital, LLC

The company employs 36 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robert Scott Pohly Managing member 1 Aug 2006 75% - 100% 2526723
Steven Michael Wagshal Chief operating officer 1 Nov 2006 Other 2401238
Aaron Foxbruner Chief financial officer 1 Jan 2007 Other 4237940
Pohly Family Trust Member 1 Apr 2009 Other 32-6092989
Julie Turaj Trustee-pohly family trust 1 Apr 2009 Other 6027806
Michael Brian Barry Chief compliance officer 1 Oct 2010 Other 6021147
Lp Samlyn Managing member 1 Jan 2016 75% - 100% 81-0889413

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Samlyn Gp General partner of samlyn, lp 1 Jan 2016 Other 81-0867421
Robert Scott Pohly Limited partner of samlyn, lp and managing member of samlyn gp, llc 1 Jan 2016 75% - 100% 2526723

Based in New York

The principal office where Samlyn Capital, LLC performs its advisory services is located at 500 Park Avenue, New York, NY 10022, 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 212-848-0500 or by fax 212-848-0501. The normal business hours are 7:30am-6pm on Monday - Friday. You can find more information about the New York firm at samlyncapital.com.