Currently, Altai Capital Management, L.P.'s portfolio . As a financial advisory firm, Altai Capital Management can provide a variety of financial planning services for Americans. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Visit Site Altai Capital Management currently serves clients in the following states: . Employees dont receive compensation from other entities for client referrals. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Will any of my assets be invested in those products? The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. What does this mean and why is it important? Add meg a wallmine-t egy prblkozssal ez ingyenes. In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in They manage Aum Capital provides wealth management solutions for high-net-worth individuals, families & institutions, AUM Capital Wealth Management helps clients to build and preserve their financial wealth. Altai Capital Management also advises several private funds. The company is also overseeing the country's largest private fund with an AUM of around 817 billion baht. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Read through our introductory course to financial advisors. Whalewisdom has at least 42 13F filings, 40 13D filings, 30 13G filings, and 4 Form 4 filings. . The third-largest holding is Digimarc Corp New Com worth $27.1 million and the next is OneSpan Inc worth $27 million, with 1,868,753 shares owned. Altai Capital Management, registered in 2009, serves 0 state (s) with a licensed staff of 4 advisors. Altai Capital Management, L.P. | 128 followers on LinkedIn. It has been registered with the SEC as an adviser since 2009. Regulatory disclosures state that firm sells proprietary investments and products. Altai Capital Management, L.P. - Filing History. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. Is your firm a broker-dealer or are you affiliated with one? Altai Capital Management, L.P. is an investment fund managing more than $148 million ran by Rishi Bajaj. April 25, 2023. Altai Capital Management Lp is a hedge fund that manages 632.2 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. As of 8th August 2022, Altai Capital Management, L.P.s top holding is 2,965,832 shares of P10 Inc Com Cl A currently worth over $35.9 million and making up 24.4% of the portfolio value. For more on Altai Capital Management Lp including top positions . Orange County, California Area Controller Altai Capital Management, L.P. Mar 2011 - Dec 2018 7 years 10 months . The firm manages $126.31 million in discretionary accounts. Financial plans and investment portfolios are always unique to the client's personal financial situation. Hedge Fund Create Email Alert, ***Log In or How does your firm approach insurance sales? Altai Capital Management is making waves on Wall Street after its first-ever activist investment, SunEdison, has increased nearly tenfold since the firm made its presence known in a June 2012 . compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Beaconlight Capital's largest holding is Cheniere Energy Inc with . The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. This could also limit the number and diversity of investment options available and may impact their transferability. It doesnt run an office outside of the United States. View the latest funds and 13F holdings. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. For more on Altai Capital Management Lp including top positions . [1]: What did Elon Musk say in the last Tesla earnings call? Altai Capital Management is based out of Newport Beach. Altai Capital Management's largest holding is Digimarc Corp with shares held of 2,879,829. Quickly find out what the most recently closed or increased positions are. Does your firm, or anyone associated with the firm, practice as a law firm? About Us. For the most up-to-date information, please view the applicable SEC and FINRA reports above. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. What does this mean? The principal office where Altai Capital Management, L.P. performs its advisory services is located at 4675 Macarthur Court, Newport Beach, CA 92660, which is also the mailing address of the firm. . Altai Capital is an independent, value oriented private investment firm focused on both credit and equity opportunities Sorry, no results has been found matching your query. Home; About Us; Leadership. Altai Capital Management, L.P handles $195.4 million in assets under management across five accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Is your firm affiliated with a law firm in any capacity? Questions to ask You can reach the main office by calling the phone number 949-326-9611 or by fax 800-642-2526. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. What does this mean? Investor.com is your trustworthy guide to the world of personal finance. Questions to ask It doesn't provide financial planning services to its clients. AUM Fund type; Altai Capital Management, L.P. $195.38 mm: Altai Capital Eagle LP: $4.20 mm: Private Equity Fund: Altai Capital Osprey, LLC: $104.42 mm: Hedge Fund: The only and largest group of clients of Toby Edgcumbe Symonds is pooled investment vehicles with 2 clients and $89.07 million of assets under management. On top of advisory services, the firm doesn't engage in other business activities. It sold the previously owned 353,934 shares for $839 thousand. Michael G Scarola joined the executive team most recently as the Chief Operating Officer/Chief Financial Officer/Chief Compliance Officer. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. What does this mean? The third-largest holding is Digimarc Corp New Com worth $27.1 million and the next is OneSpan Inc worth $27 million, with 1,868,753 shares owned. What data have companies recently filed about. The managers's latest filing has disclosed 105MM in positions, which represents 17% of the manager's regulatory AUM. The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? As a result, we do not support personal reviews on the site. Our system found no disciplinary alerts. This will schedule a job to export all requested 13f holdings data for this filer. HTTPS://WWW.LINKEDIN.COM/COMPANY/ALTAI-CAPITAL-MANAGEMENT-L-P- It's no secret that Asian asset management is in hyper-growth mode. The managers's latest filing has disclosed 136MM in positions, which represents 22% of the manager's regulatory AUM. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Altai Capital Management, L.P. is a large advisory firm based in Newport Beach. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.58 million each. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Which stocks have had the most recent insider buying? Which recent 8-K filings mention the words, Which companies have recently filed patents about. Rishi Bajaj, Steven Tesoriere and Toby Symonds founded Altai Capital Management, L.P. in July of 2009. 10% of the total holdings value. In addition, the fund holds 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million. What's the distribution of stocks in the ARKK ETF? In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Investment Advisor Download 13F Summary Altai Capital Management is a hedge fund with 2 clients and discretionary assets under management (AUM) of $195,383,000 (Form ADV from 2022-03-30). As of 8th August 2022, Altai Capital Management, L.P.s top holding is 2,965,832 shares of P10 Inc Com Cl A currently worth over $35.9 million and making up 24.4% of the portfolio value. Questions to ask to see more advanced email alert options such as selecting any type of According to the last 13-F report filed with the SEC, Rishi Bajaj serves as the Chief Investment Officer at Altai Capital Management, L.P.. Altai Capital Management manages $195.4 million and provides investment advisory services for 2 clients (1 advisor/client ratio). Dear User, In order to view news relating to specific advisers, you must be a registered user on our site. Request a Preqin Pro demo for full access to all profiles and underlying data. the total portfolio value. $148 million Assets Under Management (AUM) As of 9th May 2022, Altai Capital Management, L.P.'s top holding is In addition, the fund holds . The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. They operate 3 private funds and have approximately $46.9 million in total assets under management (AUM). What does this mean? There are currently 10 companies in Bajajs portfolio. Altai Capital Eagle LP is a private equity fund operated by Altai Capital Management, L.P. and has approximately $11.7 million in assets. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. Portfolio Manager Performance 22Q4 AUM # of Holdings Performance Rank Allocation ; Altai Capital Management LP: Altai Capital Management LP: 19.90%: $105399000: 4: What does this mean? Does your firm offer mutual funds that have 12b-1 fees? These positions were updated on August 15th based on the funds latest 13F filing. Toby Edgcumbe Symonds has been acting as President since 1 Jul 2009. Altai Capital Management, L.P is a financial advisory firm headquartered in Newport Beach, California. How do I get notified when a new news item mentions Jack Dorsey? It manages $126.31 million of regulatory assets for 4 client accounts. The headquarters of Altai Capital Management is 4675 Macarthur Court, Suite 1500. AUM: $195.4 MM (2022-03-30) Employees: 5 (80% Investors, 0% Brokers) Phone: 949-326-9611: Address: 4675 MacArthur Court Newport Beach, CA . Rishi Bajaj, Toby Symonds, and Steve Tesoriere's Altai Capital is a mid-sized hedge fund with a focus on the technology sector. After all, activist hedge funds get most of their earnings from investing in companies and pushing them to provide more shareholder value. No. Firm performs side-by-side management with accounts that have differing fee structures. Altai Capital Management, L.P. closed its position in The Beachbody Company Inc Com Cl A on 15th August 2022. For further detail, see our articles on different types of advisors and financial advisor services. [2]: the goal of creating a vehicle to compound capital over multiple market cycles. 2023 Reink Media Group LLC. The third-largest holding is Digimarc Corp New Com worth $27.1 million and the next is OneSpan Inc worth $27 million, with 1,868,753 shares owned.
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