Questions to ask What does this mean and why is it important? What does this mean? For more on Altai Capital Management Lp including top positions . 2023 Reink Media Group LLC. The amount of regulatory assets under management is $89.07 million for 2 clients. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. Jonathan R. Leitner of Altai Capital Management Lp - Profile What conflicts arise from this relationship? These positions were updated on August 15th based on the funds latest 13F filing. What does this mean and why is it important? In addition, the fund holds 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million. Our system found no disciplinary alerts. It doesn't provide financial planning services to its clients. The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. (a) This Schedule 13D is filed by: (i) Altai Capital Management, L.P., a Delaware limited partnership registered as an investment adviser with the U.S. Servicesource International Inc. (NASDAQ:SREV): Rishi Bajaj, Toby Symonds, And Steve Tesoriere's Altai Capital filed an amended 13D. Altai Capital Management, L.P. closed its position in The Beachbody Company Inc Com Cl A on 15th August 2022. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. Assets under . 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. You can reach the main office by calling the phone number 949-326-9611 or by fax 800-642-2526. Toby Edgcumbe Symonds has been acting as President since 1 Jul 2009. All rights reserved. Will any of my assets be invested in those products? Form ADV and Client Relationship Summary. 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. What does this mean and why is it important? 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. What does this mean? The assets under management (AUM) of Altai Capital Management, L.P. is $126.31 million, all of which is managed in discretionary accounts. This will schedule a job to export all requested 13f holdings data for this filer. What's the distribution of stocks in the ARKK ETF? What data have companies recently filed about. 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). Altai Capital Management, registered in 2009, serves 0 state (s) with a licensed staff of 4 advisors. Altai also makes private equity investments. None of the firms clients are foreign persons or businesses. Altai Capital Management, L.P. | 128 followers on LinkedIn. 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 . Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. 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. 10% of the total holdings value. About Us - Altai Capital The managers's latest filing has disclosed 105MM in positions, which represents 17% of the manager's regulatory AUM. Altai Capital Management is a hedge fund company based in 0, 0. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. [1]: Their last reported 13F filing for Q4 2022 included $178,075,184 in managed 13F securities and a top 10 holdings concentration of 64.52%. How much does United Airlines spend on aircraft maintenance and rental? What happened? The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real . Altai Capital Management, LLC | AUM 13F Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). There are currently 10 companies in Bajajs portfolio. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. the MV of securities sold, whichever is less, Rishi Bajaj, Steven Tesoriere and Toby Symonds founded Altai Capital Management, L.P. in July of 2009. Performance Questions to ask How do I get real-time iPhone alerts when my favorite companies publish new filings. The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. Yes or The company employs 4 people that are either part- or full-time employees. AUM: $195.4 MM (2022-03-30) Employees: 5 (80% Investors, 0% Brokers) Phone: 949-326-9611: Address: 4675 MacArthur Court Newport Beach, CA . Which securities does your firm trade for itself that it will also be recommending to me? Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. Altai Capital Management Review 2023 | investor.com Altai Capital Management, registered in 2009, serves 0 state(s) with a licensed staff of 4 advisors. tips_and_updates Financial advisor education. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. They manage Steven V. Tesoriere of Altai Capital Management Lp - Profile - symmetric.io Terms of Use | Disclaimers | Privacy Policy. Rishi Bajaj founded Altai Capital Management, L.P. in July of 2009 with. The two most similar investment funds to Altai Capital Management, L.P. are Lnz Capital L.P. and Astoria Portfolio Advisors. Sign-up Altai Capital Management, L.P. (Newport Beach) | Adviser Rankings Please contribute data. Questions to ask Let's suppose that the mutual fund's portfolio consists of $1.5B in stocks, $2B in government bonds, $1.5B in corporate bonds, and $1B in cash. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Which stocks have had the most recent insider buying? Visit Site What does this mean? The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. {"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}. You are viewing a preview of this profile. Will any of my assets be invested in those products? Rayne has a rich history of financial and entrepreneurial success with nearly two decades of experience. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. email address below and choose 'Submit'. ALTAI CAPITAL MANAGEMENT LP- Ratings & Rankings by Symmetric On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. 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. Altai Capital Management, L.P. closed its position in The Beachbody Company Inc Com Cl A on 15th August 2022. Does your firm, or anyone associated with the firm, practice as a law firm? Altai Capital Management, L.P.s portfolio is diversified across 3 sectors. NEWPORT BEACH, CA FINRA data last verified March 30, 2023. Among the 10 most similar advisory firms, Altai Capital Management has the highest percentage of pooled investment vehicles out of all clients. 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. About Us. We use cookies on this site to provide a more responsive and personalized service. Altai Capital Management, LLC CIK # 0001619440: EDGAR Form CIK 2011 - 2022; 3 What does this mean? It's no secret that Asian asset management is in hyper-growth mode. In total, Altai Capital Management manages $118.7 million in assets. Rishi Bajaj also disclosed a decreased stake in E2open Parent Holdings Inc Com Cl A by approximately 0.1%. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Altai Capital Management LP 13F Portfolio - hedgefollow.com Newport Beach, CA 92660. The current minimum investment for Altai Capital Eagle LP is $1000000. Some firms receive these fees as payments, which creates an incentive to promote them. Firm can legally elect to accept commissions for their investment advisory services. As investors become more evolved and sophisticated in their requirements for financial products and services, delivery standards need to keep pace. In addition, the fund holds 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million. You can reach the main office by calling the phone number 949-326-9611 or by fax 800-642-2526. !500 In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in Firm or a related person trades securities for themselves that they also recommend to their clients. Rishi Bajaj, Toby Symonds, and Steve Tesoriere's Altai Capital is a mid-sized hedge fund with a focus on the technology sector. This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Altai Capital Management is a California-based asset manager founded in 2009. . These fees dont include brokerage commissions, interest, taxes, and other account expenses. Altai also makes private equity investments. Questions to ask The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000. They manage Questions to ask These positions were updated on August 15th based on the funds latest 13F filing. 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. What does this mean? 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. The fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM . 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. Let's take the example of a mutual fund with a diversified portfolio of stocks and bonds and a significant cash position. Altai Capital Management - Fund and Executive Details are based in the United States. Please see our Disclaimers for more information. Stocks with a size of more than $10 billion in market cap make up SunEdison Turnaround A Big Score For Small Activist Hedge Fund - Forbes Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Altai Capital Management: assets under management The assets under management (AUM) of Altai Capital Management, L.P. is $126.31 million , all of which is managed in discretionary accounts. What does this mean and why is it important? As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. containing a link to download the .zip file of the CSV file(s) you requested. Assets Under Management (AUM) - Overview, Calculation, Examples
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