Altai Capital Management is a California-based asset manager founded in 2009. FINRA data last verified March 30, 2023. Hedge Fund Will any of my assets be invested in those products? Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. 10 Stock Picks of Rishi Bajaj's Altai Capital, 13D Filing: Altai Capital and Amber Road Inc. (AMBR), 13D Filing: Altai Capital and Servicesource International Inc. (SREV), 13D Filing: Altai Capital and Mobileiron Inc. (MOBL), 140 Biggest and Most Famous Activist Hedge Funds, Servicesource International Inc. (SREV): Altai Capital Slashes Stake, Loses Board Seat. for Q4 2022: commodity pool operator or commodity trading advisor, Percentage of assets under management,Fixed fees,Performance-based fees, MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER. . The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. 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. 10% of the total holdings value. What does this mean? With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. For the past ten years, assets under management (AUM) have grown by 9 percent annually, capped by a strong 11 percent figure in 2017. What data have companies recently filed about. 100% free. Altai Capital Management is based out of Newport Beach. Altai Capital Retraces Its Steps In Wausau Paper Corp. (WPP), Should Other Investors Do The Same? All rights reserved. Altai Capital Management, L.P is a financial advisory firm headquartered in Newport Beach, California. Questions to ask Altai Capital Management, registered in 2009, serves 0 state(s) with a licensed staff of 4 advisors. You can register for free here. How do I get notified when a new S-1 is filed that mentions. 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. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. As a result, we do not support personal reviews on the site. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Is your firm affiliated with a law firm in any capacity? Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. How do I get real-time iPhone alerts when my favorite companies publish new filings. This leaves the value of the investment at $31.4 million and 3,562,982 shares. Altai Capital Management, L.P. - Filing History. are based in the United States. 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. Questions to ask It is our organization's mission to provide unbiased and objective information. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. 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. Performance numbers calculated through 2023-02-14. Visit Site . HTTPS://WWW.LINKEDIN.COM/COMPANY/ALTAI-CAPITAL-MANAGEMENT-L-P-, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION, % of top 20 holdings the same as top 20 most commonly held by all managers. Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays . What does this mean? Please provide me a list of the products and a summary of how much your firm earns from them. For more on Altai Capital Management Lp including top positions . Regulatory disclosures state that firm sells proprietary investments and products. 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. HTTPS://WWW.LINKEDIN.COM/COMPANY/ALTAI-CAPITAL-MANAGEMENT-L-P- To learn more about different types of pricing models, see our article on how much a financial advisor costs. 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). Investor.com is your trustworthy guide to the world of personal finance. Any data inaccuracies, please contact our team. Altai Capital Management is based out of Newport Beach. Positions held by Altai Capital Management consolidated in one spreadsheet with up to 7 years of data . 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. These fees dont include brokerage commissions, interest, taxes, and other account expenses. The firm has a small team, including 4 financial advisors. 20.0% of the portfolio companies Find out what fees Altai Capital Management charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. . Newport Beach, CA 92660. 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. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. $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 . What does this mean and why is it important? SEC form, multiple filers or classes of filers, and much more.***. We use cookies on this site to provide a more responsive and personalized service. Dear User, In order to view news relating to specific advisers, you must be a registered user on our site. No. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. 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. In addition, the fund holds 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million. Dear User, In order to view news relating to specific advisers, you must be a registered user on our site. Altai Capital Management, LLC CIK # 0001619440: EDGAR Form CIK 2011 - 2022; 3 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. Firm Details for ALTAI CAPITAL MANAGEMENT, L.P., Location: California, AUM = 195383000.00, Last Form ADV Filed : 30-March-2022, Officers: ALTAI CAPITAL MANAGEMENT . 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. Assets under . What does this mean? The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. Firm can legally elect to accept commissions for their investment advisory services. [1]: Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Questions to ask What does this mean? $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 fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM. View the latest funds and 13F holdings. the total portfolio value. Some firms receive these fees as payments, which creates an incentive to promote them. As investors become more evolved and sophisticated in their requirements for financial products and services, delivery standards need to keep pace. Which securities does your firm trade for itself that it will also be recommending to me? The managers's latest filing has disclosed 105MM in positions, which represents 17% of the manager's regulatory AUM. What does this mean? 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. It manages $126.31 million of regulatory assets for 4 client accounts. Company profile. and a top 10 holdings concentration of 100.0%. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The fund was transferred from AIA Thailand after AIAIMT was established last year and is . $136 million and $136 million respectively.
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