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. 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. About Us. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. Questions to ask Questions to ask For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. 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. How do I get daily alerts for trending tickers, Reddit mentions and ownership? Get our editors daily picks straight in your inbox! On top of advisory services, the firm doesn't engage in other business activities. How does your firm approach insurance sales? Questions to ask 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). In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in Stocks with a size of more than $10 billion in market cap make up For the past ten years, assets under management (AUM) have grown by 9 percent annually, capped by a strong 11 percent figure in 2017. Will any of my assets be invested in those products? HTTPS://WWW.LINKEDIN.COM/COMPANY/ALTAI-CAPITAL-MANAGEMENT-L-P- It sold the previously owned 353,934 shares for $839 thousand. Altai Capital Management, L.P. Jan 2019 - Present 4 years 4 months. What are people on Reddit saying about Coinbase? A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. Assets under . But You Might Want To Buy Stocks, Actually. 50 percent of the employees work as investment advisers or researchers. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. What's the distribution of stocks in the ARKK ETF? For further detail, see our articles on different types of advisors and financial advisor services. View the latest funds and 13F holdings. It is our organization's mission to provide unbiased and objective information. Questions to ask 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. Instantly search SEC filings and earnings transcripts. What does this mean? ALTAI CAPITAL MANAGEMENT LP- Ratings & Rankings by Symmetric Does your firm, or anyone associated with the firm, practice as a law firm? 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. The majority of the companies in the funds portfolio are large-cap stocks. 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. The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. These fees dont include brokerage commissions, interest, taxes, and other account expenses. You can register for free here. 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. Michael Scarola - Chief Financial Officer - Altai Capital Management, L 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). 13F filing from ALTAI CAPITAL MANAGEMENT, L.P., enter your Altai Capital Management, registered in 2009, serves 0 state (s) with a licensed staff of 4 advisors. 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. Sign-up This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. and a top 10 holdings concentration of 100.0%. are based in the United States. The headquarters of Altai Capital Management is 4675 Macarthur Court, Suite 1500. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. All requests for updated information should also be reported directly to the SEC and/or FINRA. No employees are registered as investment adviser representatives with the state securities authorities. AUM CAPITAL (Your trust is our wealth) 10% of the total holdings value. Altai Capital Management is based out of Newport Beach. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in Beaconlight Capital's largest holding is Cheniere Energy Inc with . What does this mean? Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. What percentage of income does your firm receive from fees versus commissions? What does this mean and why is it important? By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). 13F Data. Does your firm offer mutual funds that have 12b-1 fees? !500 ALTAI CAPITAL MANAGEMENT, L.P. Top 13F Holdings 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. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Greater Works Wealth, Guide Wealth Management, Wealth Rescue Strategies, Tricord Investment Advisors, IVY League Financial Advisors, Was this page helpful? the total portfolio value. Rishi Bajaj President and Chief Investment Officer. Altai Capital Management is a California-based asset manager founded in 2009. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data, Chief Operating Officer/Chief Financial Officer/Chief Compliance Officer. 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. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. Company profile page for Altai Capital Management LP including stock price, company news, press releases, executives, board members, and contact information Employees. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Request a demofor full access to this profile. What does this mean? . Altai Capital Management, L.P - smartadvisormatch.com SEC form, multiple filers or classes of filers, and much more.***. What does this mean? Altai also makes private equity investments. 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. {"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": 51998813, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. Our system found no disciplinary alerts. E2open Inc (NASDAQ:EOPN)s stock continues to be gobbled up by Altai Capital Management, L.P. like it was pellets in a game of Pac-Man, and Altai was the very hungry protagonist of said game. Leadership - Altai Capital Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000. How have Melvin Capital's long holdings changed over time? Rishi Bajaj founded Altai Capital Management, L.P. in July of 2009 with. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Michael G Scarola joined the executive team most recently as the Chief Operating Officer/Chief Financial Officer/Chief Compliance Officer. 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). Questions to ask All rights reserved. Altai Capital Management, L.P. - Filing History Altai Capital Management LP | AUM 13F Altai Capital Management, L.P. - Filing History. How do I get real-time iPhone alerts when my favorite companies publish new filings. 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. 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. Create Email Alert, ***Log In or The fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM . Please contribute data. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. What happened? FINRA data last verified March 30, 2023. Whalewisdom has at least 42 13F filings, 40 13D filings, 30 13G filings, and 4 Form 4 filings. Altai Capital Management LP 13F Portfolio - hedgefollow.com Altai Capital Eagle LP is a private equity fund operated by Altai Capital Management, L.P. and has approximately $11.7 million in assets. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Home; About Us; Leadership. Management owns 18 percent of the fund. The majority of the companies in the funds portfolio are large-cap stocks. How do I get notified when a new news item mentions Jack Dorsey? Altai Capital Management, L.P. 13F annual report - wallmine GB The assets under management (AUM) of Altai Capital Management, L.P. is $126.31 million, all of which is managed in discretionary accounts. Any data inaccuracies, please contact our team. To learn more about different types of pricing models, see our article on how much a financial advisor costs. 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). Firm can legally elect to accept commissions for their investment advisory services. 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.
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