SourcingSourcing

GE INVESTMENT MANAGEMENT CORP

C37
CRD 323648·SEC 801-126850·NORWALK, CT
AUM
$24.36B
$1B+
Est. Revenue
$243.6M
@ 1% on AUM
Est. EBITDA
$73.1M
@ 30% margin
Est. Deal Value
$584.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GE INVESTMENT MANAGEMENT CORP
CRD
323648
SEC file #
801-126850
EIN
000000000
DBA names
Ge Investment Management

Economics

AUM
$24.36B
AUM band
$1B+
AUM trajectory
'25'26
$24.42B → $24.36B▬ 0%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
8 advisors → 2 advisors▼ -75%
Primary office
NORWALK CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
Other Compensation

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GENERAL ELECTRIC COMPANY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
GENERAL ELECTRIC COMPANY
FURMAN, DANIEL, L.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
2,934,911
Form 5500 Compensation Trajectory 3y
20252,934,911
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
2,934,911
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001125824
Edgar Registered
Yes
Edgar Filing Count
46
Edgar First Filing Date
2005-03-22
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000902664-26-002457
Edgar Former Names
GE ASSET MANAGEMENT INC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3364
Soi Zip Pct 200k Plus
0.1281
Soi Zip Returns 200k Plus
1930
Soi Zip Total AGI
1,576,358
Fdic Zip Total Deposits
30,990,992,000
Fdic Zip Branch Count
405
Fdic Zip Top Banks
Citibank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
State Street2
Edgar Addresses
Mailing
901 MAIN AVENUETHE TOWERS AT MERRITT RIVERNORWALK, CT 06851
Business
901 MAIN AVENUETHE TOWERS AT MERRITT RIVERNORWALK, CT 06851
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0000902664-26-002457
13F-HR2026-02-17 · 0000902664-26-001146
Fdic Zip Branches Raw
Norwalk Savings SocietyNorwalk, CT
Norwalk Savings SocietyNorwalk, CT
Fdic Zip HHI
1252.69
Fdic Zip Top Bank Share Pct
24.92
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,291
Returns3,510
Stub 2
AGI100,329
Returns2,690
Stub 3
AGI139,117
Returns2,240
Soi Zip Total Business Income
93,543
Soi Zip Total Cap Gains
63,786
Soi Zip Total Dividends
31,145
Soi Zip Total Returns
15,070
Trust Company Affiliate
No

People (2)

2
FURMAN, DANIEL, L.
Executive Officer · 2.5%
8086042
HARI, ANANDH
Executive Officer · 2.5%
4462808