SACHEM HEAD CAPITAL MANAGEMENT LP
Adviser information for SACHEM HEAD CAPITAL MANAGEMENT LP last updated from Form ADV on March 18th, 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 | 19 |
---|---|
Investment Advisory/Research | 10 |
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 | 14 | $3.4B |
Non-Discretionary | 0 | $0 |
Total | 14 | $3.4B |
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 | 14 | $3.4B |
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 | 64 |
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
250 WEST 55TH STREET34TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:00AM - 6:00PM
Tel: 212-714-3300, Fax: 212-714-3301
Websites
Chief Compliance Officer
MICHAEL D. ADAMSKI
GENERAL COUNSEL
250 WEST 55TH STREET
34TH FLOOR
NEW YORK
NY
United States
Tel:
212-714-3314
Fax:
212-714-3301
M******@*************M
(Full email address available in API data)
Regulatory Contact
AMIT MALHOTRA
CHIEF OPERATING OFFICER
250 WEST 55TH STREET
34TH FLOOR
NEW YORK
NY
United States
Tel:
212-714-3311
Fax:
212-714-3301
A***@*************M
(Full email address available in API data)
Industry Affiliates
SACHEM HEAD GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
SH OLD QUARRY GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
SH SAGAMORE VII GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
SH SAGAMORE VIII GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
SH STONY CREEK GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
SACHEM HEAD LP | Hedge Fund | $1,481.7M | $1.0M | 113 |
SACHEM HEAD MASTER LP | Hedge Fund | $852.9M | $1.0M | 123 |
SH OLD QUARRY MASTER LTD. | Hedge Fund | $119.8M | $1.0M | 7 |
SH SAGAMORE MASTER VII LTD. | Hedge Fund | $75.6M | $1.0M | 16 |
SH SAGAMORE MASTER VIII LTD. | Hedge Fund | $401.7M | $1.0M | 40 |
SH STONY CREEK MASTER LTD. | Hedge Fund | $463.0M | $1.0M | 9 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
FERGUSON, SCOTT, DAVID | Individual | – | MANAGING PARTNER AND PORTFOLIO MANAGER | 11/2012 | > 75% |
MALHOTRA, AMIT, NMI | Individual | – | CHIEF OPERATING OFFICER | 11/2012 | < 5% |
UNCAS GP LLC | Domestic Entity | – | GENERAL PARTNER | 11/2012 | < 5% |
FERGUSON, SCOTT, DAVID | Individual | UNCAS GP LLC | MANAGING MEMBER | 11/2012 | > 75% |
ADAMSKI, MICHAEL, DAVID | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 09/2015 | < 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 |
---|---|---|---|---|
COHERENT CORP | COM | 60M | 832K | – |
CVS HEALTH CORP | COM | 145M | 2M | – |
FLUOR CORP NEW | COM | 30M | 683K | – |
GDS HLDGS LTD | SPONSORED ADS | 10M | 1M | – |
LAMB WESTON HLDGS INC | COM | 59M | 699K | – |
LIBERTY GLOBAL LTD | COM CL A | 29M | 2M | – |
MOOG INC | CL A | 60M | 359K | – |
NEXTRACKER INC | CLASS A COM | 134M | 3M | – |
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 105M | 1M | – |
SOTERA HEALTH CO | COM | 94M | 8M | – |
SPRINKLR INC | CL A | 70M | 7M | – |
TWILIO INC | CL A | 187M | 3M | – |
US FOODS HLDG CORP | COM | 726M | 14M | – |
VESTIS CORPORATION | COM SHS | 10M | 815K | – |
WESTERN DIGITAL CORP. | COM | 88M | 1M | – |
ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 205M | 16M | – |