10 Stock Picks of Rishi Bajaj's Altai Capital, 13D Filing: Altai Capital and Amber Road Inc. (AMBR), 13D Filing: Altai Capital and Servicesource International Inc. (SREV), 13D Filing: Altai Capital and Mobileiron Inc. (MOBL), 140 Biggest and Most Famous Activist Hedge Funds, Servicesource International Inc. (SREV): Altai Capital Slashes Stake, Loses Board Seat. The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. AUM: $195.4 MM (2022-03-30) Employees: 5 (80% Investors, 0% Brokers) Phone: 949-326-9611: Address: 4675 MacArthur Court Newport Beach, CA . What does this mean? Altai Capital Eagle LP - Fund Data Altai Capital Management is based out of Newport Beach. The third-largest holding is Digimarc Corp New Com worth $27.1 million and the next is OneSpan Inc worth $27 million, with 1,868,753 shares owned. Will any of my assets be invested in those products? Altai Capital Management is a hedge fund with 2 clients and discretionary assets under management (AUM) of $195,383,000 (Form ADV from 2022-03-30). Questions to ask It is our organization's mission to provide unbiased and objective information. Our system has identified the following conflict alerts. By registering on our site, you will have access to additional pages and functionality such as our . Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. What data have companies recently filed about. !500 The fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM . Visit Site The firm has a small team, including 4 financial advisors. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. All rights reserved. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. In addition, the fund holds 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million. Newport Beach, CA 92660. Dear User, In order to view news relating to specific advisers, you must be a registered user on our site. Which stocks have had the most recent insider buying? On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. to see more advanced email alert options such as selecting any type of Altai Capital Management, LLC CIK # 0001619440: EDGAR Form CIK 2011 - 2022; 3 Altai Capital Management is based out of Newport Beach. How have Melvin Capital's long holdings changed over time? Altai Capital Management, L.P. closed its position in The Beachbody Company Inc Com Cl A on 15th August 2022. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. All text and design is copyright 2020 WhaleWisdom.com. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. None of the firms clients are foreign persons or businesses. Create Email Alert, ***Log In or Steven V. Tesoriere of Altai Capital Management Lp - Profile - symmetric.io 10% of the total holdings value. Questions to ask . We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Currently, their heaviest sector is Technology making up 18.8% of Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. In total, Altai Capital Management manages $118.7 million in assets. View the latest funds and 13F holdings. What does this mean? Will anyone that was involved be involved with my accounts in any capacity? Digimarc Corp New Com and bought 40,000 additional shares worth around . Firm or an affiliate actively engages in business as a law firm or lawyer. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. What are people on Reddit saying about Coinbase? Newport Beach, CA 92660. Rishi Bajaj founded Altai Capital Management, L.P. in July of 2009 with. Momentum Activist Targets Dividend Yield Microcap with Revenue NCAV Screen Net Net Working Capital Negative Enterprise Value Piotroski Score ROIC Screen Short Volume Ratio High Insider Selling High Insider Buying. Quickly find out what the most recently closed or increased positions are. Altai Capital Management, L.P. (Newport Beach) | Adviser Rankings The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients. Michael Scarola - Chief Financial Officer - Altai Capital Management, L Though it may file a 13D every once and a while, Altai Capital is not an activist fund per say, and should not be thought of as one. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. ALTAI CAPITAL MANAGEMENT, L.P. Top 13F Holdings Questions to ask Greater assets under management (AUM) lead to higher revenue for managers but can negatively impact existing clients' performance. the total portfolio value. Assets under . Altai Capital Management, the hedge fund managed by Rishi Bajaj, Toby Symonds and Steve Tesoriere, recently disclosed a reduction of more than 16% in its wage on RealD (NYSE:RLD). It's no secret that Asian asset management is in hyper-growth mode. After all, activist hedge funds get most of their earnings from investing in companies and pushing them to provide more shareholder value. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. As a result, we do not support personal reviews on the site. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. Altai Capital Management currently serves clients in the following states: . ALTAI CAPITAL MANAGEMENT, L.P. Summary News Filings Brochure Private Funds Service Providers Login Required. Toby E. Symonds Altai Capital started a new position in E2open Inc (NASDAQ:EOPN) with the acquisition of 1,715,657 shares on December 29th. What does this mean? Which stocks have institutional investors recently bought or sold? A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. What does this mean? Unlike HTTPS connections, HTTP connections are not encrypted. are based in the United States. Performance For the most up-to-date information, please view the applicable SEC and FINRA reports above. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. How do I get notified when Gamestop publishes a new filing? What does this mean? Please contribute data. What conflicts arise from this relationship? email address below and choose 'Submit'. 2,965,832 shares of P10 Inc Com Cl A currently worth over $35.9 million and making up 24.4% of the portfolio value. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. A newly-amended 13D filing with the Securities and Exchange Commission revealed that Rishi Bajaj, Toby Symonds, and Steve Tesoriere's Altai Capital has decreased its stake inServicesource International Rishi Bajaj (pictured), Toby Symonds, and Steve Tesoriere's Altai Capital has disposed off some 41,100 shares ofWausau Paper Corp. (NYSE:WPP)according to a recent 13D form filed with the SEC. investor.com is not endorsed by or affiliated with the SEC or FINRA. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. Altai Capital Management LP - Assets, Funds, Holdings. You can view more information on Altai Capital Management including private fund info, contact info, top management and executives, website, email addresses, and more below: This website uses cookies to improve your experience. Read through our introductory course to financial advisors. In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. $136 million and $136 million respectively. Questions to ask What does this mean and why is this important? Steven V. Tesoriere of Altai Capital Management Lp - Profile The majority of the companies in the funds portfolio are large-cap stocks. About Us - Altai Capital A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. How does your firm approach insurance sales? Altai Capital Management, L.P. (Newport Beach) | Adviser Rankings Their last reported 13F filing for Q4 2022 included $178,075,184 in managed 13F securities and a top 10 holdings concentration of 64.52%. Whalewisdom has at least 42 13F filings, 40 13D filings, 30 13G filings, and 4 Form 4 filings. This leaves the value of the investment at $31.4 million and 3,562,982 shares. What does this mean? About Us. You must have a subscription to view WhaleScore histories. 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million, Digimarc Corp New Com worth $27.1 million, Digimarc Corp New Com and bought 40,000 additional shares worth around, Tower View Investment Management & Research. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. . Performance numbers calculated through 2023-02-14. Rishi Bajaj also disclosed a decreased stake in E2open Parent Holdings Inc Com Cl A by approximately 0.1%. The company is also overseeing the country's largest private fund with an AUM of around 817 billion baht. Questions to ask Showing 3 of 3 known decision makers at Altai Capital, Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers, Showing 1 of 1 private capital fund managed by Altai Capital. Their last reported 13F filing for Q4 2022 included $107,961,000 in managed 13F securities While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. $136 million and $136 million respectively. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Central Index Key (CIK): 0001478982; Tip: Access up to 7 years of quarterly data. The manager's has disclosed holdings from 12/31/10 to 12/31/22. Employees dont receive compensation from other entities for client referrals. . 2,965,832 shares of P10 Inc Com Cl A currently worth over $35.9 million and making up 24.4% of the portfolio value. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Request a demofor full access to this profile. . The two most similar investment funds to Altai Capital Management, L.P. are Lnz Capital L.P. and Astoria Portfolio Advisors. For further detail, see our articles on different types of advisors and financial advisor services. We use cookies on this site to provide a more responsive and personalized service. Quickly find out what the most recently closed or increased positions are. Firm performs side-by-side management with accounts that have differing fee structures. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Employees. the goal of creating a vehicle to compound capital over multiple market cycles. What does this mean? Altai Capital Management is a California-based asset manager founded in 2009. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Home; About Us; Leadership. These fees dont include brokerage commissions, interest, taxes, and other account expenses. The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. Beaconlight Capital's largest holding is Cheniere Energy Inc with . Founder, President & Chief Investment Officer, The implications of SVB's collapse for VC, private debt, and the banking system, Fundraising from Private Wealth Webinar | EMEA, Fundraising from Private Wealth Webinar | Americas, Private Capital Valuations and Performance Trends Webinar, Placement Agents and Third-Party Marketers, Consulting and Corporate Advisory Services, LP & Capital Allocator Solutions (Colmore). Altai also makes private equity investments. You can reach the main office by calling the phone number 949-326-9611 or by fax 800-642-2526. Become a Mission Supporter. Altai Capital Management, L.P. Jan 2019 - Present 4 years 4 months. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. When? Altai Capital Management, L.P. - Filing History. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. $148 million Assets Under Management (AUM) As of 8th August 2022, Altai Capital Management, L.P.'s top holding is In addition, the fund holds . Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Altai Capital Management manages $118.7 million and provides investment advisory services for 2 clients (1 advisor/client ratio). What does this mean and why is it important? 13F filing from ALTAI CAPITAL MANAGEMENT, L.P., enter your Heatmaps of the top 13f holdings and a list of the largest trades made by Altai Capital Management LP, the hedge fund managed by Altai Capital Management LP. Altai Capital Management, L.P. - Filing History In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. Financial plans and investment portfolios are always unique to the client's personal financial situation.
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