HOUND PARTNERS

HOUND PARTNERS, LLC Legal Name

Adviser information for HOUND PARTNERS 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 Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 25
Investment Advisory/Research 17
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 8 $4.3B
Non-Discretionary 0 $0
Total 8 $4.3B

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 8 $4.3B
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 60

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-72100
SEC ERA File Number 801-72100
SEC CIK Numbers 1353316
SEC CRD Numbers 155551
Legal Entity Identifier 5493001C4YKRPEQCNC36

Principal Office

101 PARK AVENUE
48TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM - 5 PM
Tel: 212-984-2415, Fax: None

Chief Compliance Officer

STEVEN ROBERT LAPKOFF
COUNSEL
101 PARK AVENUE
48TH FLOOR
NEW YORK
NY
United States
Tel: 212-884-5922
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
HOUND PARTNERS OFFSHORE FUND, LP Hedge Fund $409.0M $5.0M 73
HOUND PARTNERS VARIABLE BETA MASTER, LP Hedge Fund $1,652.2M $10.0M 62

Control Persons

Name Type Entity Title Since Ownership
AUERBACH, JONATHAN, A G Individual PORTFOLIO MANAGER 10/2004 < 5%
HOUND PARTNERS MANAGEMENT, LP Domestic Entity MANAGING MEMBER 07/2017 > 75%
MARKS, DOUGLAS, EDWARD Individual CHIEF FINANCIAL OFFICER 05/2017 < 5%
HOUND PARTNERS MANAGEMENT GP, LLC Domestic Entity HOUND PARTNERS MANAGEMENT, LP GENERAL PARTNER 07/2017
AUERBACH, JONATHAN, A G Individual HOUND PARTNERS MANAGEMENT GP, LLC MANAGING MEMBER 07/2017 > 75%
AUERBACH, JONATHAN, A G Individual HOUND PARTNERS MANAGEMENT, LP LIMITED PARTNER 07/2017 > 75%
Lapkoff, Steven, Robert Individual CHIEF COMPLIANCE OFFICER AND COUNSEL 03/2023 < 5%

No. Employees, Historic

30150201920202021202220232024202521 on 5/17/201920 on 3/27/202021 on 2/25/202121 on 5/7/202121 on 12/7/202124 on 3/31/202225 on 3/30/202325 on 3/28/2024

RAUM, Historic

5B3B020192020202120222023202420254287584716 on 5/17/20193687737820 on 3/27/20203223778111 on 2/25/20213223778111 on 5/7/20213223778111 on 12/7/20212994985228 on 3/31/20222923722563 on 3/30/20234271542989 on 3/28/2024

No. Clients, Historic

20100201920202021202220232024202510 on 5/17/201910 on 3/27/202013 on 2/25/202113 on 5/7/202113 on 12/7/20219 on 3/31/20229 on 3/30/20238 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
AMAZON COM INC COM 9M 48K Hound Partners Offshore Fund, LP
ARROWHEAD PHARMACEUTICALS IN COM 7M 270K Hound Partners Offshore Fund, LP
BIO RAD LABS INC CL A 45M 165K Hound Partners Offshore Fund, LP
BOOKING HOLDINGS INC COM 68M 17K 1,2
DANAHER CORPORATION COM 10M 42K Hound Partners Offshore Fund, LP
FISERV INC COM 15M 101K Hound Partners Offshore Fund, LP
FORTINET INC COM 145M 2M 1,2
FTC SOLAR INC COM 117K 330K Hound Partners Offshore Fund, LP
GOLAR LNG LTD SHS 36M 1M Hound Partners Offshore Fund, LP
HCA HEALTHCARE INC COM 14M 43K Hound Partners Offshore Fund, LP
ISHARES BITCOIN TR SHS 86M 3M 1,2
MICROSOFT CORP COM 22M 49K Hound Partners Offshore Fund, LP
MOHAWK INDS INC COM 12M 106K Hound Partners Offshore Fund, LP
VAIL RESORTS INC COM 12M 69K Hound Partners Offshore Fund, LP
VISA INC COM CL A 11M 41K Hound Partners Offshore Fund, LP
WORKDAY INC CL A 6M 26K Hound Partners Offshore Fund, LP