Altai Capital Management is a hedge fund company based in 0, 0. Let's take the example of a mutual fund with a diversified portfolio of stocks and bonds and a significant cash position. What does this mean and why is it important? 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 fund focuses on investments in the United States as 10% of the total holdings value. Altai Capital Management, registered in 2009, serves 0 state (s) with a licensed staff of 4 advisors. SEC Filings include 13F quarterly reports, 13D/G events and more. $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 . Positions held by Altai Capital Management consolidated in one spreadsheet with up to 7 years of data . All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. How much does United Airlines spend on aircraft maintenance and rental? In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in What does this mean and why is this important? (a) (b) The responses of the Reporting Persons to Rows (7) through (13) of the cover pages of this Schedule 13D are incorporated herein by reference. What does this mean? How do I update this listing? To learn more about different types of pricing models, see our article on how much a financial advisor costs. 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. Altai Capital Management AUM, Funds & Holdings Data The total portfolio value may be much higher due to cash 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. Some firms receive these fees as payments, which creates an incentive to promote them. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. Altai Capital Management, L.P. (Newport Beach) | Adviser Rankings 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. Which recent 8-K filings mention the words, Which companies have recently filed patents about. Buoyant capital markets, a shift from deposits to investment solutions, and conducive regulatory regimes have propelled growth across Asia. . SunEdison Turnaround A Big Score For Small Activist Hedge Fund - Forbes 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 self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. Altai Capital Management, L.P. 13F annual report - wallmine Jonathan R. Leitner of Altai Capital Management Lp - Profile Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Altai Capital Management's largest holding is Digimarc Corp with shares held of 2,879,829. Questions to ask But You Might Want To Buy Stocks, Actually. 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). Michael G Scarola joined the executive team most recently as the Chief Operating Officer/Chief Financial Officer/Chief Compliance Officer. How have Melvin Capital's long holdings changed over time? Michael Scarola - Chief Financial Officer - Altai Capital Management, L It has been registered with the SEC as an adviser since 2009. 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 Capital Management manages $195.4 million and provides investment advisory services for 2 clients (1 advisor/client ratio). Investment Advisor Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. You can register for free here. About Us | Diamond Hill What does this mean? 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). For the most up-to-date information, please view the applicable SEC and FINRA reports above. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. 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. 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. 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. They manage $136 million and $136 million respectively. Firm or an affiliate actively engages in business as a law firm or lawyer. 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. containing a link to download the .zip file of the CSV file(s) you requested. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. What does this mean and why is it important? Altai Capital Management, registered in 2009, serves 0 state(s) with a licensed staff of 4 advisors. Will anyone that was involved be involved with my accounts in any capacity? 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). 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. 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). Is your firm affiliated with a law firm in any capacity? What does this mean? $148 million Assets Under Management (AUM) As of 8th August 2022, Altai Capital Management, L.P.'s top holding is In addition, . For the past ten years, assets under management (AUM) have grown by 9 percent annually, capped by a strong 11 percent figure in 2017. No employees are registered as investment adviser representatives with the state securities authorities. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Questions to ask Performance Altai also makes private equity investments. 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. The firm has a small team, including 4 financial advisors. {"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}. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Orange County, California Area Controller Altai Capital Management, L.P. Mar 2011 - Dec 2018 7 years 10 months . 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.. What does this mean and why is it important? Rishi Bajaj, Steven Tesoriere and Toby Symonds founded Altai Capital Management, L.P. in July of 2009. and a top 10 holdings concentration of 100.0%. What conflicts arise from this relationship? 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. View the latest funds and 13F holdings. Get our editors daily picks straight in your inbox! $136 million and $136 million respectively. What percentage of income does your firm receive from fees versus commissions? The two most similar investment funds to Altai Capital Management, L.P. are Lnz Capital L.P. and Astoria Portfolio Advisors. 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. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio.
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