Unlike HTTPS connections, HTTP connections are not encrypted. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. Compare against similar firms. Altai Capital Management LP - Assets, Funds, Holdings. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. SunEdison Turnaround A Big Score For Small Activist Hedge Fund - Forbes Firm or related person receives soft-dollar benefits in connection with client securities transactions. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. 2023 Reink Media Group LLC. Altai Capital Management, L.P. | 128 followers on LinkedIn. 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. 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). The amount of regulatory assets under management is $89.07 million for 2 clients. Firm or an affiliate actively engages in business as a law firm or lawyer. Questions to ask Phone: 212-201-5772 Fax: 800-642-2526 Website: http://www.altai.com, Private Funds Managed(3): Altai Capital Osprey Llc, Altai Capital Master Fund Ltd , Altai Capital Eagle Lp, Rank: 2213 out of 3271 hedge fund management companies, Rank: 2249 out of 3271 hedge fund management companies, Rank: 1431 out of 3271 hedge fund management companies, Rank: 1904 out of 3271 hedge fund management companies, Rank: 1994 out of 3271 hedge fund management companies, Rank: 995 out of 3271 hedge fund management companies. ALTAI CAPITAL MANAGEMENT, L.P. Top 13F Holdings Showing 3 of 3 known decision makers at Altai Capital, Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers, Showing 1 of 1 private capital fund managed by Altai Capital. 4675 Macarthur Court, Suite 1500. The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. Incorporated. Become a Mission Supporter. You can register for free here. What does this mean? On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. Will any of my assets be invested in those products? 13F Data. Altai Capital is an independent, value oriented private investment firm focused on both credit and equity opportunities Quickly find out what the most recently closed or increased positions are. SEC Filings include 13F quarterly reports, 13D/G events and more. By registering on our site, you will have access to additional pages and functionality such as our . 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. Altai Capital Management - Fund and Executive Details The firm manages $126.31 million in discretionary accounts. Alt Turnover is calculated by taking either the total MV of new purchases or Certified accolades including investor.com Star Rating Badge are only available to firms participating in investor.coms paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded investor.com Star Rating Badge certified accolades. Altai Capital Management also advises several private funds. 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.. To learn more about different types of pricing models, see our article on how much a financial advisor costs. Form ADV and Client Relationship Summary. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. A newly-amended 13D filing with the Securities and Exchange Commission revealed that Rishi Bajaj, Toby Symonds, and Steve Tesoriere's Altai Capital has decreased its stake inServicesource International Rishi Bajaj (pictured), Toby Symonds, and Steve Tesoriere's Altai Capital has disposed off some 41,100 shares ofWausau Paper Corp. (NYSE:WPP)according to a recent 13D form filed with the SEC. The managers's latest filing has disclosed 105MM in positions, which represents 17% of the manager's regulatory AUM. What does this mean and why is it important? Heatmaps of the top 13f holdings and a list of the largest trades made by Altai Capital Management LP, the hedge fund managed by Altai Capital Management LP. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. It has been registered with the SEC as an adviser since 2009. By registering on our site, you will have access to additional pages and functionality such as our . HTTPS://WWW.LINKEDIN.COM/COMPANY/ALTAI-CAPITAL-MANAGEMENT-L-P- Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. The total portfolio value may be much higher due to cash Altai Capital Management's largest holding is Digimarc Corp with shares held of 2,879,829. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Subscribe to WhaleWisdom to view all filing data Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Sign-up Currently, their heaviest sector is Technology making up 18.8% of Altai Capital Management has custody of $89.07 million in cash and securities for 2 clients in total but doesnt act as a qualified custodian. Quickly find out what the most recently closed or increased positions are. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. Greater assets under management (AUM) lead to higher revenue for managers but can negatively impact existing clients' performance. All rights reserved. Altai Capital Management, L.P. - Filing History Altai Capital Management - stockzoa The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? investor.com is not endorsed by or affiliated with the SEC or FINRA. [1]: Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Questions to ask What does this mean? They operate 3 private funds and have approximately $46.9 million in total assets under management (AUM). For more on Altai Capital Management Lp including top positions . Beaconlight Capital is a hedge fund with 4 clients and discretionary assets under management (AUM) of $359,078,642 (Form ADV from 2022-10-25). Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. As investors become more evolved and sophisticated in their requirements for financial products and services, delivery standards need to keep pace. You are viewing a preview of this profile. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. Altai Capital Management currently serves clients in the following states: . 9AT: ALTAI CAPITAL MANAGEMENT, L.P. - Summary Dear User, In order to view news relating to specific advisers, you must be a registered user on our site. Altai Capital Management, the hedge fund managed by Rishi Bajaj, Toby Symonds and Steve Tesoriere, recently disclosed a reduction of more than 16% in its wage on RealD (NYSE:RLD). Rishi Bajaj; Contact Us; Leadership. The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. In addition, the fund holds 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million. Altai Capital - Welcome Altai Capital Management, L.P.s portfolio is diversified across 3 sectors. 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. What does this mean and why is it important? Showing 5 of 11 hedge funds managed by Altai Capital, Showing 1 of 1 known investors in Altai Capital funds. divided by the total MV of the fund. 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. 20.0% of the portfolio companies Questions to ask Momentum Activist Targets Dividend Yield Microcap with Revenue NCAV Screen Net Net Working Capital Negative Enterprise Value Piotroski Score ROIC Screen Short Volume Ratio High Insider Selling High Insider Buying. Which stocks have institutional investors recently bought or sold? This could also limit the number and diversity of investment options available and may impact their transferability. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. They manage The average market cap of the portfolio companies is close to $12 billion. A Self-Regulatory Organization 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. How does your firm approach insurance sales? Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. Altai Capital Management is a California-based asset manager founded in 2009. or to simply have an email sent to you whenever we receive a new The two most similar investment funds to Altai Capital Management, L.P. are Lnz Capital L.P. and Astoria Portfolio Advisors. 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 Management, L.P. closed its position in The Beachbody Company Inc Com Cl A on 15th August 2022. Will any of my assets be invested in those products? Greater Works Wealth, Guide Wealth Management, Wealth Rescue Strategies, Tricord Investment Advisors, IVY League Financial Advisors, Was this page helpful? Rishi Bajaj also disclosed a decreased stake in E2open Parent Holdings Inc Com Cl A by approximately 0.1%. Financial advisory firms charge fees in different ways, such as a percentage of your assets (aka AUM, or assets under management), an hourly fee, or a fee for a specific service. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. These positions were updated on August 15th based on the funds latest 13F filing. Some firms receive these fees as payments, which creates an incentive to promote them. But You Might Want To Buy Stocks, Actually. What does this mean? All text and design is copyright 2020 WhaleWisdom.com. What does this mean? What does this mean? 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: Altai also makes private equity investments. 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. Our portfolio managers are incentivized to close strategies to protect their ability to generate excess returns. Home; About Us; Leadership. What does this mean and why is it important? As a result, we do not support personal reviews on the site. Clients pay Altai Capital Management, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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. What does this mean and why is it important? This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Read through our introductory course to financial advisors. AUM CAPITAL (Your trust is our wealth) Yes or For the most up-to-date information, please view the applicable SEC and FINRA reports above. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. What does this mean? There are currently 10 companies in Bajajs portfolio. Altai Capital Management, L.P. - Filing History. to see more advanced email alert options such as selecting any type of Currently, Altai Capital Management, L.P.'s portfolio . What does this mean? Assets Under Management (AUM) - Overview, Calculation, Examples Portfolio Manager Performance 22Q4 AUM # of Holdings Performance Rank Allocation ; Altai Capital Management LP: Altai Capital Management LP: 19.90%: $105399000 . Questions to ask 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. Altai Capital Management, registered in 2009, serves 0 state (s) with a licensed staff of 4 advisors. You can view more information on Altai Capital Management including private fund info, contact info, top management and executives, website, email addresses, and more below: This website uses cookies to improve your experience. Central Index Key (CIK): 0001478982; Tip: Access up to 7 years of quarterly data. Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays . The majority of the companies in the funds portfolio are large-cap stocks. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Historical performance of Altai Capital Management LP, showing the return on investment of the portfolio managed by Altai Capital Management LP and comparing it to other hedge funds. There are currently 10 companies in Bajajs portfolio. Michael G Scarola joined the executive team most recently as the Chief Operating Officer/Chief Financial Officer/Chief Compliance Officer. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. The fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM. What conflicts do I need to be made aware of? Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Altai Capital Management, L.P.s portfolio is diversified across 3 sectors. About Us | Diamond Hill Altai Capital is an independent, value oriented private investment firm focused on both credit and equity opportunities. The total portfolio value may be much higher due to cash Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Will the good times keep rolling for Asia asset managers? Altai Capital Management, L.P. is an investment fund managing more than $148 million ran by Rishi Bajaj. What does this mean? . Altai Capital Management, LLC CIK # 0001619440: EDGAR Form CIK 2011 - 2022; 3 This leaves the value of the investment at $31.4 million and 3,562,982 shares. Financial plans and investment portfolios are always unique to the client's personal financial situation. 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million, Digimarc Corp New Com worth $27.1 million, Digimarc Corp New Com and bought 40,000 additional shares worth around, Tower View Investment Management & Research. Employees. Investor.com is your trustworthy guide to the world of personal finance. View the latest funds and 13F holdings. When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. Altai Capital Eagle LP - Fund Data In its recent filing with the U.S. Securities and Exchange Commission, Altai Capital, led by Rishi Bajaj, Toby Symonds, and Steve Tesoriere, has revealed a new stake in TerraForm Power Inc. 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. Rishi Bajaj also disclosed a decreased stake in E2open Parent Holdings Inc Com Cl A by approximately 0.1%. Checks take place monthly. ALTAI CAPITAL MANAGEMENT, L.P. Summary News Filings Brochure Private Funds Service Providers Login Required. . Beaconlight Capital's largest holding is Cheniere Energy Inc with . Altai Capital Management is a California-based asset manager founded in 2009. It manages $126.31 million of regulatory assets for 4 client accounts. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. How do I get notified when a new news item mentions Jack Dorsey? While this can be seen as "eating your own cooking," there are conflicts that may arise. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51998814, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. The company employs 4 people that are either part- or full-time employees. 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. Altai Capital Management, L.P. 13F annual report - wallmine Steven V. Tesoriere of Altai Capital Management Lp - Profile - symmetric.io Altai Capital Management, L.P. is an investment fund managing more than $148 million ran by Rishi Bajaj. What does this mean? In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in -pdf- In this article, we discuss 10 stock picks of Rishi Bajaj's Altai Capital. Digimarc Corp New Com and bought 40,000 additional shares worth around . The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. Jonathan R. Leitner of Altai Capital Management Lp - Profile $148 million Assets Under Management (AUM) As of 8th August 2022, Altai Capital Management, L.P.'s top holding is In addition, . $148 million Assets Under Management (AUM) As of 8th August 2022, Altai Capital Management, L.P.'s top holding is In addition, the fund holds . [2]: On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. What did Elon Musk say in the last Tesla earnings call? For the past ten years, assets under management (AUM) have grown by 9 percent annually, capped by a strong 11 percent figure in 2017. As a financial advisory firm, Altai Capital Management can provide a variety of financial planning services for Americans. It doesn't run an office outside of the United States. What was different in Amazon's 10-K filing from 2021 vs 2020? Altai Capital Management, L.P. 13F annual report - wallmine Let's take the example of a mutual fund with a diversified portfolio of stocks and bonds and a significant cash position. How do I update this listing? Download 13F Summary Performance numbers calculated through 2023-02-14. Questions to ask Request a Preqin Pro demo for full access to all profiles and underlying data. What does this mean? What does this mean and why is it important? Hedge Fund With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. How much does United Airlines spend on aircraft maintenance and rental? ALTAI CAPITAL MANAGEMENT LP- Ratings & Rankings by Symmetric Positions held by Altai Capital Management consolidated in one spreadsheet with up to 7 years of data . Website. Questions to ask Steven V. Tesoriere of Altai Capital Management Lp - Profile Questions to ask FINRA data last verified March 30, 2023. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. Asset manager soars up the rankings - Bangkok Post 10% of the total holdings value. This statement on Schedule 13D (the Schedule 13D) relates to the common shares, par value $0.0001 per share (the Common Stock) of MobileIron, Inc., a Delaware corporation (the Issuer). Leadership - Altai Capital How do I get real-time iPhone alerts when my favorite companies publish new filings. the MV of securities sold, whichever is less, Assets Under Management - AUM: Assets under management (AUM) is the total market value of assets that an investment company or financial institution manages on behalf of investors. Michael Scarola - Chief Financial Officer - Altai Capital Management, L . Which recent 8-K filings mention the words, Which companies have recently filed patents about. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Does your firm, or anyone associated with the firm, practice as a law firm? The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. How do I get notified when Gamestop publishes a new filing? The fund focuses on investments in the United States as This statement on Schedule 13D (the Schedule 13D) relates to the common shares, par value $0.001 per share (the Common Stock) of Amber Road, Inc., a Delaware corporation (the Issuer). Rishi Bajaj President and Chief Investment Officer. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. Firm or a related person trades securities for themselves that they also recommend to their clients. As a Certified B Corporation, our focus is simple: people before profits. Stocks with a size of more than $10 billion in market cap make up The two most similar investment funds to Altai Capital Management, L.P. are Lnz Capital L.P. and Astoria Portfolio Advisors. Rishi Bajaj, Toby Symonds, and Steve Tesoriere's Altai Capital is a mid-sized hedge fund with a focus on the technology sector. What does this mean? What does this mean? Why doesnt your firm use a secure website? For more on Altai Capital Management Lp including top positions . AUM: $195.4 MM (2022-03-30) Employees: 5 (80% Investors, 0% Brokers) Phone: 949-326-9611: Address: 4675 MacArthur Court Newport Beach, CA . The firm's website is not secure by modern internet standards. It doesnt run an office outside of the United States. Altai Capital Management, L.P. (Newport Beach) | Adviser Rankings Please see our Disclaimers for more information. 13F filing from ALTAI CAPITAL MANAGEMENT, L.P., enter your You must have a subscription to view WhaleScore histories. What data have companies recently filed about. About Us - Altai Capital Altai Capital Management is a hedge fund company based in 0, 0. containing a link to download the .zip file of the CSV file(s) you requested. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 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). The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. You are limited to the prior 8 quarters of 13F filings. What does this mean and why is this important? What happened? 949-326-9611, Is this your firm? Rishi Bajaj's Altai Management Is Aggressively Acquiring This Stock, Altai Capital Seeks Unique Opportunity With New Position in E2open Inc (EOPN), Rishi Bajaj's Altai Capital Management Trims Stake In This Tech Stock, Servicesource International Inc (SREV), Recro Pharma Inc (REPH): Altai Capital And Broadfin Capital's Latest Moves, Altai Capital Discloses New Position in TerraForm Power Inc. (TERP), How to Best Use Insider Monkey to Increase Your Returns, 6 Things You Didn't Know About Hedge Funds, Rishi Bajaj, Toby Symonds, And Steve Tesoriere. 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. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations.
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