Advisory Business
Senator Investment Group LP (“Senator”) is a Delaware limited partnership established in 2008
and majority owned, directly and indirectly, by Douglas Silverman and Alexander Klabin.
Senator provides discretionary investment advisory services to a variety of domestic and offshore
private investment vehicles (each a “Fund”, and collectively, the “Funds”): (1) Senator Global
Opportunity Fund LP, a Delaware limited partnership (the “Domestic Global Fund”), (2) Senator
Global Opportunity Offshore Fund Ltd, a Cayman Islands exempted company (the “Offshore
Global Fund”), (3) Senator Global Opportunity Offshore Fund II Ltd, a Cayman Islands exempted
company (the “Offshore Global Fund II”), (4) Senator Global Opportunity Master Fund L.P., a
Cayman Islands exempted limited partnership (the “Global Master Fund” and collectively with
the Domestic Global Fund, the Offshore Global Fund and the Offshore Global Fund II, the
“Opportunity Funds”) and (5) Senator Innovation and Sustainability Fund LP, a Delaware limited
partnership (the “SIS Fund”). Each of the Domestic Global Fund, Offshore Global Fund and
Offshore Global Fund II invests substantially all of its assets in the Global Master Fund.
Senator also offers advisory services to co-investment and special purpose investment accounts and
vehicles. Such investment vehicles may have investment programs that overlap in part with the
Funds. Senator may offer discretionary and non-discretionary advisory services to co-investment
vehicles or other special opportunities vehicles, on a primary or a sub-advisory basis.
As used herein, the term “client” generally refers to each Fund, co-investment vehicle or special
opportunities vehicle.
This Brochure does not constitute an offer to sell or solicitation of an offer to buy any securities.
The securities of the Funds are offered and sold on a private placement basis under exemptions
promulgated under the Securities Act of 1933 and other applicable state, federal or non-U.S. laws.
Significant suitability requirements apply to prospective investors in the Funds, including
requirements that they be “accredited investors” as defined in Regulation D, “qualified purchasers”
as defined in the Investment Company Act, or non-“U.S. Persons” as defined in Regulation S.
Persons reviewing this Brochure should not construe this as an offer to sell or a solicitation of an
offer to buy the securities of any of the Funds
or any other investment vehicles described herein.
Any such offer or solicitation will be made only by means of a confidential private placement
memorandum.
Our investment decisions and advice with respect to each Fund will be subject to each Fund’s
investment objectives and guidelines, as set forth in its respective offering documents. The
Opportunity Funds’ investment objective is to pursue opportunistic investments, long and short, in
distressed debt, value and event equities, and special situations. These investment opportunities may
include long investments in distressed or stressed equity and credit situations, investment grade and
high yield debt, capital structure trades, special situations involving spin-offs, litigation plays and
other events, and deep value opportunities.
Senator invests in a broad range of securities and can invest at any level of a company’s capital
structure, including bank debt, corporate bonds, equities, preferred stock, convertible securities,
trade claims, credit default swaps, options, and other derivative instruments. Senator will also
opportunistically pursue private equity investments and other illiquid investments as deemed
appropriate. Senator invests on a global basis, in the U.S., the United Kingdom, continental Europe,
Canada, Asia, and Latin America.
Generally, neither the Funds nor their underlying investors may impose restrictions on investing
in certain securities or types of securities.
The descriptions set forth in this Brochure of specific advisory services that we offer to our clients,
and investment strategies pursued and investments made by us on behalf of our clients, should not
be understood to limit in any way our investment activities. We may offer any advisory services,
engage in any investment strategy and make any investment, including any not described in this
Brochure, that we consider appropriate, subject to each client’s investment objectives and
guidelines. The investment strategies we pursue are speculative and entail substantial risks. Clients
should be prepared to bear a substantial loss of capital. There can be no assurance that the investment
objectives of any client will be achieved.
Senator does not participate in wrap fee programs.
As of December 31, 2022 Senator managed approximately $4,891,627,000 in regulatory assets
under management. All of these assets are managed on a discretionary basis.