SHENKMAN CAPITAL MANAGEMENT
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-2 YoYRank #1119 of mapped providers
Assets under administration$47.4B0.1%Market share · rank #337
Fees received$5MMedian $305,633/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SHENKMAN CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where SHENKMAN CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 9 | $548,457 | |
Investment management fees paid directly by planCode 51 | 2 | $254,043 | |
Investment advisory (plan)Code 27 | 1 | $21,600 |
Competitor overlap
Percent of SHENKMAN CAPITAL MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SHENKMAN CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | CONSTITUTION CAPITAL PARTNERS | $4.1B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | MORGAN STANLEY SMITH BARNEY | $2.5B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -CA · 956027308-002 | MORGAN STANLEY SMITH BARNEY | $2.3B |
Plans lost in 2024
Appeared last year under SHENKMAN CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
NORTHWELL HEALTH, INC.NY · 113418133-006 | NISA INVESTMENT ADVISORS, LLC | $2.7B |
NORTH ATLANTIC STATES CARPENTERS ANNUITY PLANCT · 061308364-001 | IFM INVESTORS PTY LTD | $1.3B |
UNITED STATES ENRICHMENT CORPORATIONMD · 522109255-001 | USI CONSULTING GROUP | $264M |
MASSACHUSETTS MEDICAL SOCIETYMA · 042050773-001 | WILLIS TOWERS WATSON US LLC | $146M |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | LONG ISLAND EMPLOYEE BENEFITS GROUP | $51M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $598,961 | 10y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $1M | 10y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $816,812 | 2y | - |
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $548,457 | 10y | - |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | $2.5B | 14,707 | $103,223 | 1y | - |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -CA · 956027308-002 | $2.3B | 25,726 | $123,872 | 1y | 1 |
LINDE INC.CT · 061249050-335 | $2.1B | 17,786 | $627,749 | 9y | - |
THE TJX COMPANIES, INC.MA · 042207613-001 | $1.6B | 19,564 | $348,493 | 10y | - |
BOY SCOUTS OF AMERICATX · 221576300-001 | $1.5B | 12,553 | $245,312 | 10y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $262,773 | 8y | - |
Flag exposure
91.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (14)
Raw Schedule C names collapsed into SHENKMAN CAPITAL MANAGEMENT.
- SCHENKMAN CAPITAL
- SHEKMAN CAPITAL MANAGEMENT
- SHENKMAN CAPITAL
- SHENKMAN CAPITAL MANAGEMENT
- SHENKMAN CAPITAL MANAGEMENT , INC
- SHENKMAN CAPITAL MANAGEMENT COMPANY
- SHENKMAN CAPITAL MANAGEMENT INC
- SHENKMAN CAPITAL MANAGEMENT INC.
- SHENKMAN CAPITAL MANAGEMENT, INC
- SHENKMAN CAPITAL MANAGEMENT, INC.
- SHENKMAN CAPITAL MGMT INC
- SHENKMAN CAPITAL MGMT.
- SHENKMAN CAPITAL MGT
- SHENKMAN INSURANCE CO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SHENKMAN CAPITAL MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 8.33% | 1.71% | +6.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SHENKMAN CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent