ANABRANCH CAPITAL MANAGEMENT, LP
Adviser information for ANABRANCH CAPITAL MANAGEMENT, LP last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $241.6M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $241.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $241.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 67 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPERFORMANCE-BASED ALLOCATIONS |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
680 WASHINGTON BLVDSUITE 1010
STAMFORD
CT
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 646-568-4770, Fax: None
Websites
Chief Compliance Officer
PHILIP YANG
CFO AND COO
680 WASHINGTON BLVD
SUITE 1010
STAMFORD
CT
United States
Tel:
646-568-4770
P*****@***************M
(Full email address available in API data)
Regulatory Contact
ALEX
SHAPIRO
680 WASHINGTON BLVD
SUITE 1010
STAMFORD
CT
United States
Tel:
646-568-4700
A***@***************M
(Full email address available in API data)
Industry Affiliates
| ANABRANCH CAPITAL PARTNERS, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ANABRANCH MASTER FUND, LP | Hedge Fund | $241.6M | $1.0M | 28 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WOLF, DANIEL, J | Individual | – | LIMITED PARTNER | 03/2020 | 25-50% |
| ANABRANCH GP, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2020 | < 5% |
| SHAPIRO, ALEXANDER, H. | Individual | – | LIMITED PARTNER | 03/2020 | 50-75% |
| SHAPIRO, ALEXANDER, H. | Individual | ANABRANCH GP, LLC | MANAGING MEMBER | 03/2020 | 50-75% |
| WOLF, DANIEL, J | Individual | ANABRANCH GP, LLC | MEMBER | 03/2020 | 25-50% |
| YANG, PHILIP, CHIN | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER | 08/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| CARVANA CO | CL A | 15M | 114K | – |
| GUIDEWIRE SOFTWARE INC | COM | 40M | 288K | – |
| HILTON WORLDWIDE HLDGS INC | COM | 16M | 75K | – |
| MICROSOFT CORP | COM | 25M | 55K | – |
| NEW YORK TIMES CO | CL A | 16M | 303K | – |
| TEMPUR SEALY INTL INC | COM | 18M | 371K | – |
| TRANSDIGM GROUP INC | COM | 39M | 31K | – |