POLITAN CAPITAL MANAGEMENT

POLITAN CAPITAL MANAGEMENT, L.P. Legal Name

Adviser information for POLITAN CAPITAL MANAGEMENT last updated from Form ADV on March 28th, 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 4
Investment Advisory/Research 3
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 7 $2.0B
Non-Discretionary 0 $0
Total 7 $2.0B

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 $1.8B
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 <5 $213.6M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 71

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-122191
SEC ERA File Number 801-122191
SEC CIK Numbers 1885245
SEC CRD Numbers 316047
Legal Entity Identifier 549300PVH2YFHES1BN52

Principal Office

106 WEST 56TH ST.
10TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 646-690-2830, Fax: None

Chief Compliance Officer

QUENTIN KOFFEY
MANAGING PARTNER
106 WEST 56TH ST.
10TH FLOOR
NEW YORK
NY
United States
Tel: 646-690-2830
(Full email address available in API data)

Industry Affiliates

POLITAN CAPITAL PARTNERS GP LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
POLITAN CAPITAL PARTNERS MASTER FUND LP Hedge Fund $1,814.3M $1.0M 48

Control Persons

Name Type Entity Title Since Ownership
KOFFEY, QUENTIN, GEORGE Individual MANAGING PARTNER, CHIEF INVESTMENT OFFICER, AND CHIEF COMPLIANCE OFFICER | LIMITED PARTNER 07/2021 > 75%
POLITAN CAPITAL MANAGEMENT GP, LLC Domestic Entity GENERAL PARTNER 07/2021 < 5%
KOFFEY, QUENTIN, GEORGE Individual POLITAN CAPITAL MANAGEMENT GP, LLC MANAGING MEMBER 07/2021 > 75%

No. Employees, Historic

1050202120222023202420252 on 7/29/20212 on 11/3/20212 on 3/29/20222 on 3/31/20222 on 7/25/20223 on 3/30/20234 on 3/28/2024

RAUM, Historic

3B2B0202120222023202420251010482394 on 11/3/20211172004771 on 3/29/20221172004771 on 3/31/20221172004771 on 7/25/20221846054291 on 3/30/20232027926280 on 3/28/2024

No. Clients, Historic

1050202120222023202420250 on 7/29/20213 on 11/3/20213 on 3/29/20223 on 3/31/20223 on 7/25/20223 on 3/30/20233 on 3/28/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
CENTENE CORP DEL COM 805M 12M
MASIMO CORP COM 594M 5M
AZENTA INC COM 243M 5M