H PARTNERS MANAGEMENT LLC
Adviser information for H PARTNERS MANAGEMENT LLC 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 | 10 |
|---|---|
| Investment Advisory/Research | 6 |
| 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 | 2 | $718.5M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $718.5M |
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 | 2 | $718.5M |
| 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 | 2 |
| No. of Non-U.S. Clients | 50 |
| No. of Financial Planning Clients | 0 |
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
888 SEVENTH AVENUE29TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00 AM - 6:00 PM
Tel: 212-265-4200, Fax: 212-265-4206
Websites
Chief Compliance Officer
LLOYD BLUMBERG
CHIEF OPERATING OFFICER
888 SEVENTH AVENUE
29TH FLOOR
NEW YORK
NY
United States
Tel:
212-265-4200
L********@**************M
(Full email address available in API data)
Industry Affiliates
| H 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 |
|---|---|---|---|---|
| H OFFSHORE FUND LTD. | Hedge Fund | $231.0M | $1.0M | 25 |
| H PARTNERS LP | Hedge Fund | $487.5M | $1.0M | 61 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JAFFER, REHAN, ARIF | Individual | – | MANAGING MEMBER | 12/2004 | > 75% |
| BLUMBERG, LLOYD, JORDAN | Individual | – | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER (02/2012) | 11/2007 | < 5% |
| JAFFER, REHAN, ARIF | Individual | – | MANAGING MEMBER (H PARTNERS CAPITAL LLC--GENERAL PARTNER/SPV) | 12/2004 | > 75% |
| JAFFER, REHAN, ARIF | Individual | – | MANAGING MEMBER (H PARTNERS PHOENIX CAPITAL LLC--GENERAL PARTNER/SPV) | 01/2007 | > 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 |
|---|---|---|---|---|
| HARLEY DAVIDSON INC | COM | 389M | 12M | 1,2 |
| SIX FLAGS ENTMT CORP NEW | COM | 378M | 11M | 1,2 |