PERSHING SQUARE CAPITAL MANAGEMENT, L.P.
Adviser information for PERSHING SQUARE CAPITAL MANAGEMENT, L.P. 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 | 40 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 8 | $18.6B |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $18.6B |
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 | $18.6B |
| 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 | 63 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
787 ELEVENTH AVENUE9TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30 AM - 6:00 PM
Tel: 212-813-3700, Fax: 631-504-0203
Chief Compliance Officer
HALIT COUSSIN
CHIEF LEGAL OFFICER
787 ELEVENTH AVENUE
9TH FLOOR
NEW YORK
NY
United States
Tel:
212-813-3700
Fax:
631-504-0203
C******@********M
(Full email address available in API data)
Industry Affiliates
| PERSHING SQUARE GP, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| PS VII GP, LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TABLE MANAGEMENT, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PERSHING SQUARE HOLDINGS, LTD. | Hedge Fund | $14,957.9M | $0.0M | 467 |
| PERSHING SQUARE INTERNATIONAL, LTD. | Hedge Fund | $612.9M | $5.0M | 37 |
| PERSHING SQUARE, L.P. | Hedge Fund | $1,445.9M | $5.0M | 112 |
| PS VII A INTERNATIONAL, L.P. | Hedge Fund | $794.8M | $1.0M | 27 |
| PS VII MASTER, L.P. | Hedge Fund | $1,144.2M | $1.0M | 40 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ACKMAN, WILLIAM, ALBERT | Individual | – | CHIEF EXECUTIVE OFFICER AND LIMITED PARTNER | 12/2003 | > 75% |
| BOTTA, NICHOLAS, ANTHONY | Individual | – | PRESIDENT | 03/2017 | < 5% |
| PS MANAGEMENT GP, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2003 | < 5% |
| ACKMAN, WILLIAM, ALBERT | Individual | PS MANAGEMENT GP, LLC | MANAGING MEMBER | 12/2003 | > 75% |
| COUSSIN, HALIT | Individual | – | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | 02/2015 | < 5% |
| ASNES, ANTHONY, KETAY | Individual | – | HEAD OF IR | 04/2010 | < 5% |
| GONNELLA, MICHAEL | Individual | – | CHIEF FINANCIAL OFFICER | 03/2017 | < 5% |
| ISRAEL, RYAN | Individual | – | CHIEF INVESTMENT OFFICER | 08/2022 | < 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 |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 726M | 4M | – |
| ALPHABET INC | CAP STK CL C | 1B | 8M | – |
| BROOKFIELD CORP | CL A LTD VT SH | 285M | 7M | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 1B | 15M | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 2B | 29M | – |
| HILTON WORLDWIDE HLDGS INC | COM | 2B | 9M | – |
| HOWARD HUGHES HOLDINGS INC | COM | 1B | 19M | – |
| NIKE INC | CL B | 229M | 3M | – |
| RESTAURANT BRANDS INTL INC | COM | 2B | 23M | – |