JANA PARTNERS LLC
Adviser information for JANA PARTNERS LLC last updated from Form ADV on March 30th, 2023. 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| 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 |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9 | $1.3B |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $1.3B |
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 | 9 | $1.3B |
| 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 | 22 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| 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, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER
767 5TH AVENUE
8TH FLOOR
NEW YORK
NY
United States
Tel:
212-455-0936
Fax:
212-455-0901
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 | $17.6M | $0.0M | 1 |
| JANA SPECIAL SITUATIONS INVESTMENTS LLC | Hedge Fund | $94.6M | $0.0M | 1 |
| JANA STRATEGIC INVESTMENT FUND IX, LP | Hedge Fund | $77.0M | $0.0M | 2 |
| JANA STRATEGIC INVESTMENT FUND V, LP | Hedge Fund | $7.9M | $0.0M | 2 |
| JANA STRATEGIC INVESTMENT FUND VIII, LP | Hedge Fund | $41.5M | $0.0M | 3 |
| JANA STRATEGIC INVESTMENTS BENCHMARK MASTER FUND, L.P. | Hedge Fund | $782.1M | $5.0M | 81 |
| JM IV, LP | Hedge Fund | $258.1M | $0.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROSENSTEIN, BARRY, STUART | Individual | – | MANAGING PARTNER | 04/2001 | 50-75% |
| YOUNG, JAY, HYUN | Individual | – | CHIEF OPERATING OFFICER | 09/2011 | < 5% |
| DIDOMENICO, DAVID, MAURO | Individual | – | PARTNER | 04/2011 | 10-25% |
| OSTFELD, SCOTT, DAVID | Individual | – | MANAGING PARTNER | 12/2009 | 5-10% |
| FANJIANG, JENNIFER | Individual | – | PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | 03/2019 | < 5% |
| HUNTER, RYAN, MATTHEW | Individual | – | CHIEF FINANCIAL OFFICER | 05/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2023 for period ending June 30th, 2023
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ENHABIT INC | COM | 28M | 2M | – |
| FIDELITY NATL INFORMATION SV | COM | 202M | 4M | – |
| FRESHPET INC | COM | 282M | 4M | – |
| LABORATORY CORP AMER HLDGS | COM NEW | 97M | 402K | – |
| LEIDOS HOLDINGS INC | COM | 29M | 325K | – |
| MERCURY SYS INC | COM | 152M | 4M | – |
| NEW RELIC INC | COM | 210M | 3M | – |
| SPDR S&P 500 ETF TR | TR UNIT | 98M | 221K | – |
| TREEHOUSE FOODS INC | COM | 240M | 5M | – |