JANA PARTNERS MANAGEMENT, LP
Adviser information for JANA PARTNERS MANAGEMENT, LP last updated from Form ADV on March 21st, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 20 |
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Investment Advisory/Research | 9 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 8 | $1.8B |
Non-Discretionary | 0 | $0 |
Total | 8 | $1.8B |
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 | 8 | $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 | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 25 |
Services
Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
767 5TH AVENUE8TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 212-455-0900, Fax: 212-455-0901
Chief Compliance Officer
JENNIFER FANJIANG
PARTNER AND CHIEF LEGAL OFFICER
767 FIFTH AVENUE
8TH FLOOR
NEW YORK
NY
United States
Tel:
212-455-0936
J****************@***************M
(Full email address available in API data)
Industry Affiliates
JANA PARTNERS CAPITAL, 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 |
---|---|---|---|---|
JANA SPECIAL SITUATIONS INVESTMENTS II, LLC | Hedge Fund | $23.6M | $0.0M | 1 |
JANA SPECIAL SITUATIONS INVESTMENTS LLC | Hedge Fund | $98.7M | $0.0M | 1 |
JANA STRATEGIC INVESTMENT FUND IX, LP | Hedge Fund | $88.5M | $0.0M | 2 |
JANA STRATEGIC INVESTMENT FUND VIII, LP | Hedge Fund | $46.6M | $0.0M | 3 |
JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. | Hedge Fund | $1,291.4M | $5.0M | 86 |
JM IV, LP | Hedge Fund | $288.4M | $0.0M | 3 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
JANA PARTNERS MANAGEMENT GP, LLC | Domestic Entity | – | GENERAL PARTNER | 09/2010 | < 5% |
ROSENSTEIN, BARRY, STUART | Individual | JANA PARTNERS MANAGEMENT GP, LLC | SENIOR MANAGING MEMBER | 07/2010 | 25-50% |
OSTFELD, SCOTT, DAVID | Individual | JANA PARTNERS MANAGEMENT GP, LLC | MANAGING MEMBER | 01/2023 | 25-50% |
ROSENSTEIN, BARRY, STUART | Individual | – | FOUNDER & EXECUTIVE CHAIRMAN | LIMITED PARTNER | 09/2010 | 25-50% |
OSTFELD, SCOTT, DAVID | Individual | – | MANAGING PARTNER | LIMITED PARTNER | 01/2011 | 10-25% |
GALLIGAN, KEVIN, GARVEY | Individual | – | PARTNER | LIMITED PARTNER | 12/2017 | 10-25% |
FANJIANG, JENNIFER | Individual | – | PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | LIMITED PARTNER | 01/2021 | 5-10% |
YOUNG, JAY, HYUN | Individual | – | CHIEF OPERATING OFFICER | 01/2016 | < 5% |
HUNTER, RYAN, MATTHEW | Individual | – | CHIEF FINANCIAL OFFICER | 05/2021 | < 5% |
CANNAE HOLDINGS, LLC | Domestic Entity | – | SPECIAL LIMITED PARTNER | 02/2024 | 10-25% |
CANNAE HOLDINGS, INC. | Domestic Entity | CANNAE HOLDINGS, LLC | MEMBER | 11/2017 | > 75% |
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 |
---|---|---|---|---|
BLACKLINE INC | COM | 56M | 1M | – |
ENHABIT INC | COM | 19M | 2M | – |
FIDELITY NATL INFORMATION SV | COM | 237M | 3M | – |
FORTREA HLDGS INC | COMMON STOCK | 16M | 690K | – |
FRONTIER COMMUNICATIONS PARE | COM | 251M | 10M | – |
MERCURY SYS INC | COM | 187M | 7M | – |
QUIDELORTHO CORP | COM | 34M | 1M | – |
RAPID7 INC | COM | 118M | 3M | – |
SPDR S&P 500 ETF TR | TR UNIT | 239M | 439K | – |
TREEHOUSE FOODS INC | COM | 180M | 5M | – |
TRIMBLE INC | COM | 234M | 4M | – |
WOLFSPEED INC | COM | 140M | 6M | – |