ANCIENT MANAGEMENT LP D/B/A ANCIENT

ANCIENT MANAGEMENT LP Legal Name

Adviser information for ANCIENT MANAGEMENT LP D/B/A ANCIENT last updated from Form ADV on March 29th, 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 11
Investment Advisory/Research 5
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 1 $361.4M
Non-Discretionary 0 $0
Total 1 $361.4M

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 1 $361.4M
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 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-127384
SEC ERA File Number 801-127384
SEC CIK Numbers None
SEC CRD Numbers 324806
Legal Entity Identifier 5493003NRIB15675XG17

Principal Office

512 WEST 22ND STREET
SUITE 5N
NEW YORK
NY
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 212-870-8751, Fax: None

Chief Compliance Officer

ADAM INGBER
CHIEF LEGAL OFFICER
512 WEST 22ND STREET
SUITE 5N
NEW YORK
NY
United States
Tel: (212) 813-1610
(Full email address available in API data)

Regulatory Contact

ALISON HOROWITZ
CHIEF FINANCIAL OFFICER
512 WEST 22ND STREET
SUITE 5N
NEW YORK
NY
United States
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KLABIN, ALEXANDER, MATTHEW Individual FOUNDER AND CEO 03/2020 < 5%
HOROWITZ, ALISON, MARGARET Individual CHIEF FINANCIAL OFFICER 03/2021 < 5%
INGBER, ADAM, FREDERICK Individual CHIEF COMPLIANCE OFFICER & CHIEF LEGAL OFFICER 01/2021 < 5%
KLABIN, ALEXANDER, MATTHEW Individual ANCIENT MANAGEMENT HOLDINGS LLC MANAGING MEMBER OF ANCIENT MANAGEMENT HOLDINGS LLC 12/2022 > 75%
ANCIENT HOLDINGS GP LLC Domestic Entity GENERAL PARTNER 03/2020 < 5%
ANCIENT MANAGEMENT HOLDINGS LLC Domestic Entity LIMITED PARTNER 12/2022 > 75%

No. Employees, Historic

2010020232024202510 on 1/26/202311 on 3/29/2024

RAUM, Historic

400M200M0202320242025250000000 on 1/26/2023361363393 on 3/29/2024

No. Clients, Historic

10502023202420251 on 1/26/20231 on 3/29/2024