SHENKMAN CAPITAL MANAGEMENT
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18+1 YoYRank #1022 of mapped providers
Assets under administration$59.5B0.1%Market share · rank #300
Fees received$6MMedian $184,592/planSum across Schedule C direct + indirect
Net wins YoY+05 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 plan; Direct payment from the planCode 28 | 9 | $548,457 | |
Other services; Direct payment from the planCode 49 | 3 | $15,727 | |
Plan AdministratorCode 14 | 2 | $87,942 | |
Investment management fees paid directly by planCode 51 | 2 | $254,043 | |
Investment advisory (plan)Code 27 | 1 | $21,600 | |
Employee (plan)Code 30 | 1 | $61,355 |
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 | RSC Insurance Brokerage | $4.1B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | EMPLOYEE ID 639 | $2.5B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -CA · 956027308-002 | EMPLOYEE ID 639 | $2.3B |
BOARD OF TRUSTEES ILA WAREHOUSE EMPLOYEES PENSION FUNDNY · 226190794-001 | Buchbinder Tunick & Company LLP | $16M |
BOARD OF TRUSTEES LOCAL 1814 RIGGERS PENSION FUNDNY · 516097308-001 | Buchbinder Tunick & Company LLP | $2M |
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 | $2.7B |
NORTH ATLANTIC STATES CARPENTERS ANNUITY PLANCT · 061308364-001 | IFM Investors | $1.3B |
UNITED STATES ENRICHMENT CORPORATIONMD · 522109255-001 | USI Consulting Group | $264M |
MASSACHUSETTS MEDICAL SOCIETYMA · 042050773-001 | WTW | $146M |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | IR+M | $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 | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $61,355 | 1y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $817,103 | 6y | - |
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 | - |
Flag exposure
88.9%Market: 89.1%
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 (20)
Raw Schedule C names collapsed into SHENKMAN CAPITAL MANAGEMENT.
- IKON SOLUTIONS , INC.
- IKON SOLUTIONS, INC.
- ILA BENEFIT FUND OFFICE
- ILA LOCAL 1765
- ILA LOCAL UNION 1814
- ILIANA BAEZ
- ILINK SYSTEMS, INC.
- 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
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 | 5.56% | 1.71% | +3.84 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
Frequent partners by role
Who else shows up on SHENKMAN CAPITAL MANAGEMENT's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Bush Gottlieb | 2 | 11.1% |
| Groom Law Group, Chartered | 2 | 11.1% |
| Lubin & Enoch, P.C. | 2 | 11.1% |
| Seyfarth Shaw LLP | 2 | 11.1% |
| Bredhoff & Kaiser PLLC | 1 | 5.6% |
| Cozen O'Connor | 1 | 5.6% |
| Fischer Dorwart PC | 1 | 5.6% |
| McGann Ketterman & Rioux | 1 | 5.6% |
| Mitchell Silberberg & Knupp LLP | 1 | 5.6% |
| Morgan Lewis & Bockius LLP | 1 | 5.6% |