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SRS Investment Management

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

SRS Investment Management provides investment advisory services to private pooled investment vehicles such as hedge funds. Due to the generally risky nature of investing in these types of funds, they're typically limited to accredited investors with substantial assets. If you're new to investing or do not have millions to invest, use SmartAsset’s free financial advisor matching tool to find advisors who serve your area.

SRS Investment Management Background

SRS has been providing investment advisory services since 2007. Karthik R. Sarma currently serves as the principal owner of the firm. Previously, he held management roles at McKinsey & Company and Tiger Global Management. 

SRS Investment Management Client Types and Account Minimums

Technically, the only clients of SRS are private investment funds. Investing in these funds generally is limited to accredited investors and qualified purchasers, as defined by federal securities laws. inim

SRS doesn’t publish its minimums, but according to SEC data, the firm requires at least $1 million to $5 million to invest in its funds. 

Services Offered by SRS Investment Management

SRS delivers investment advisory services to private funds that invest primarily in publicly traded iniequities. Three funds operate through a master-feeder structure and one is a stand-alone fund. 

In a master-feeder structure, investors pool money into a series of feeder funds. In turn, these funds invest in a centralized investment vehicle known as the master fund. This framework allows the master fund to benefit from domestic and foreign investments, while enjoying certain tax benefits and the reduced operating costs that come from consolidating portfolios. 

Below, we list the private funds SRS currently advises, along with any related sub-feeder funds. 

The Hedge Funds

  • Hedge Offshore Feeder Fund
  • Hedge Domestic Feeder Fund 

Long-Only Funds

  • Long-Only Offshore Feeder Fund
  • Long-Only Onshore Feeder Fund 

Special Opportunities (CAR) Fund

  • CAR Offshore Fund
  • CAR Domestic Fund 

In addition, the firm manages the Special Opportunities Fund, a customized pooled investment vehicle for affiliates of SRS.  

SRS Investment Management Philosophy

SRS investment strategies vary depending on the private funds being managed. The Hedge Funds invest in securities of all kinds, including stocks, bonds, options, certificates of deposit (CDs) and futures. The funds invest in both publicly traded and privately placed securities to capture superior risk-adjusted returns in the long term. The firm relies on extensive fundamental research when determining the asset allocations of its hedge funds.   

The Long-Only Funds aim for superior relative returns through a global long-equity strategy based on fundamental research. Long positions involve buying stocks, commodities or currencies with the view that they will substantially rise in value. 

The Special Opportunities (CAR) Funds and the Special Opportunities Fund follow an equity-centered objective, which may be reflected in some part by the other funds managed by SRS. 

Fees Under SRS Investment Management

SRS presents detailed fee information in its confidential private placement memorandums or other relevant documents it provides to clients. Below, we provide a general overview of current management fees as they may apply to specific funds. 

  • Hedge Funds: SRS typically receives an annual fee equal to 1.5% of each investor’s share of the fund’s net asset value. 
  • Long-Only Funds: On the first day of each calendar quarter, SRS receives a fixed fee that varies by share class. 
  • A shares: 0.25% of the net asset value of each tranche of a sub-series of Series A
  • B Shares: No management fee 
  • C Shares: 0.0625% of the net asset value of each tranche of a subseries of Series C Shares. 

What to Watch Out For

SRS doesn’t provide personal financial services to investors. For someone who can customize your portfolio or guide your personal finances, use SmartAsset’s free advisor matching tool.

SRS has no disclosures on its SEC record.

Opening an Account With SRS Investment Management 

To contact SRS, call (212) 520-7900.

Tips for Finding the Right Financial Advisor

  • Finding a qualified financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • Ask advisor candidates about their certifications. These aren’t required, so advisors who earn accreditations have specialized training. Depending on the professional designation, they may also be held to a higher fiduciary standard. For more about financial certifications, read our article on the top 10.

All information was accurate as of the writing of this article.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research