Hedge Fund Database

STARBOARD VALUE LP

Adviser information for STARBOARD VALUE LP 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 45
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 23 $8.3B
Non-Discretionary 0 $0
Total 23 $8.3B

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 15 $5.8B
Pension and profit sharing plans <5 $238.5M
Charitable organizations 0 $0
State or municipal gov entities <5 $1.9B
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions <5 $348.5M
Corporations or other businesses <5 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 54

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

Identifiers

SEC RIA File Number 801-72256
SEC ERA File Number 801-72256
SEC CIK Numbers 1517137
SEC CRD Numbers 156943
Legal Entity Identifier 549300U1PJQWFHWY6I93

Principal Office

777 3RD AVENUE
18TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 212-845-7977, Fax: 212-845-7989

Websites

www.starboardvalue.com/

Chief Compliance Officer

LORELEI MARTIN
CHIEF COMPLIANCE OFFICER
777 3RD AVENUE
18TH FLOOR
NEW YORK
NY
United States
Tel: 212-201-6250
Fax: 212-845-7989
(Full email address available in API data)

Regulatory Contact

LINDSEY CARA
GENERAL COUNSEL
777 3RD AVENUE
18TH FLOOR
NEW YORK
NY
United States
Tel: 212-201-6235
Fax: 212-845-7989
(Full email address available in API data)

Industry Affiliates

STARBOARD VALUE A GP LLC Sponsor, GP, manager of pooled investment vehicles
STARBOARD VALUE A LP Sponsor, GP, manager of pooled investment vehicles
STARBOARD VALUE R LP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
STARBOARD LEADERS FUND LP Hedge Fund $3.8M $5.0M 10
STARBOARD LEADERS SELECT FUND LP Hedge Fund $24.4M $50.0M 2
STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD Hedge Fund $4,670.0M $1.0M 919
STARBOARD X MASTER FUND LTD Hedge Fund $1,078.2M $1.0M 52

Control Persons

Name Type Entity Title Since Ownership
SMITH, JEFFREY, CHAD Individual – CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER 03/2011 < 5%
FELD, PETER, ALEXANDER Individual – PORTFOLIO MANAGER AND HEAD OF RESEARCH 03/2011 < 5%
MARLIN, KENNETH, ROD Individual – CHIEF FINANCIAL OFFICER 03/2011 < 5%
STARBOARD VALUE GP LLC Domestic Entity – GENERAL PARTNER 02/2011 < 5%
STARBOARD PRINCIPAL CO LP Domestic Entity – LIMITED PARTNER 03/2011 > 75%
SMITH, JEFFREY, CHAD Individual STARBOARD PRINCIPAL CO LP LIMITED PARTNER 03/2011 25-50%
FELD, PETER, ALEXANDER Individual STARBOARD PRINCIPAL CO LP LIMITED PARTNER 03/2011 25-50%
SMITH, JEFFREY, CHAD Individual STARBOARD PRINCIPAL CO GP LLC MEMBER 03/2011 50-75%
FELD, PETER, ALEXANDER Individual STARBOARD PRINCIPAL CO GP LLC MEMBER 03/2011 50-75%
STARBOARD PRINCIPAL CO LP Domestic Entity STARBOARD VALUE GP LLC MEMBER 03/2011 > 75%
STARBOARD PRINCIPAL CO GP LLC Domestic Entity STARBOARD PRINCIPAL CO LP GENERAL PARTNER 02/2011
COWEN INVESTMENT MANAGEMENT LLC Domestic Entity RAMIUS V&O HOLDINGS LLC MEMBER 03/2011 > 75%
RAMIUS V&O HOLDINGS LLC Domestic Entity – LIMITED PARTNER 03/2011 10-25%
TORONTO-DOMINION BANK Foreign Entity COWEN INVESTMENT MANAGEMENT LLC MEMBER 03/2023 > 75%
CARA, LINDSEY, AMERY Individual – GENERAL COUNSEL 02/2024 < 5%
MARTIN, LORELEI, B Individual – CHIEF COMPLIANCE OFFICER 03/2024 < 5%

No. Employees, Historic

5025020202021202220232024202535 on 3/30/202035 on 11/4/202037 on 3/29/202137 on 4/16/202137 on 11/8/202139 on 3/30/202241 on 3/31/202345 on 3/29/2024

RAUM, Historic

10B5B02020202120222023202420256166675306 on 3/30/20206166675306 on 11/4/20206251064607 on 3/29/20216251064607 on 4/16/20216251064607 on 11/8/20219200190463 on 3/30/20228045932563 on 3/31/20238276157268 on 3/29/2024

No. Clients, Historic

201002020202120222023202420258 on 3/30/20208 on 11/4/202012 on 3/29/202112 on 4/16/202112 on 11/8/202112 on 3/30/202215 on 3/31/202315 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AECOM COM 55M 625K 1, 2, 3, 4, 5
ACACIA RESH CORP ACACIA TCH COM 306M 61M 1, 2, 3, 4, 5
ALIGHT INC COM CL A 320M 43M 1, 2, 3, 4, 5
ALGONQUIN PWR UTILS CORP COM 364M 62M 1, 2, 3, 4, 5
BLOOMIN BRANDS INC COM 162M 8M 1, 2, 3, 4, 5
SALESFORCE INC COM 432M 2M 1, 2, 3, 4, 5
FORTREA HLDGS INC COMMON STOCK 187M 8M 1, 2, 3, 4, 5
GODADDY INC CL A 644M 5M 1, 2, 3, 4, 5
GREEN DOT CORP CL A 47M 5M 1, 2, 3, 4, 5
GEN DIGITAL INC COM 438M 18M 1, 2, 3, 4, 5
HUMANA INC COM 189M 507K 1, 2, 3, 4, 5
ISHARES TR RUS 2000 VAL ETF 195M 1M 1, 2, 3, 4, 5
ISHARES TR RUS MID CAP ETF 24M 300K 1, 2, 3, 4, 5
MERCURY SYS INC COM 62M 2M 1, 2, 3, 4, 5
NEWS CORP NEW CL B 248M 9M 1, 2, 3, 4, 5
NEWS CORP NEW CL A 199M 7M 1, 2, 3, 4, 5
RB GLOBAL INC COM 19M 251K 1, 2, 3, 4, 5
ROGERS CORP COM 97M 804K 1, 2, 3, 4, 5
WIX COM LTD SHS 299M 2M 1, 2, 3, 4, 5
WIX COM LTD NOTE 8/1 7M – 1, 2, 3, 4, 5