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. In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. 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. Firm can legally elect to accept commissions for their investment advisory services. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. !500 It sold the previously owned 353,934 shares for $839 thousand. Altai Capital Management LP - Assets, Funds, Holdings. Clients pay Altai Capital Management, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. 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). 4675 MacArthur Court, Suite 1500 Newport Beach, CA 92660. What does this mean? The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. Read through our introductory course to financial advisors. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000. This will schedule a job to export all requested 13f holdings data for this filer. Altai Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51998813, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. Altai Capital Management, L.P is a financial advisory firm headquartered in Newport Beach, California. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays . The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real . Altai Capital Management is based out of Newport Beach. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. The headquarters of Altai Capital Management is 4675 Macarthur Court, Suite 1500. 20.0% of the portfolio companies Will anyone that was involved be involved with my accounts in any capacity? On top of advisory services, the firm doesn't engage in other business activities. What does this mean? How many times did it occur? When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. When? . $136 million and $136 million respectively. The principal office where Altai Capital Management, L.P. performs its advisory services is located at 4675 Macarthur Court, Newport Beach, CA 92660, which is also the mailing address of the firm. 50 percent of the employees work as investment advisers or researchers. As a financial advisory firm, Altai Capital Management can provide a variety of financial planning services for Americans. The managers's latest filing has disclosed 105MM in positions, which represents 17% of the manager's regulatory AUM. It doesn't run an office outside of the United States. The firm doesnt compensate employees in addition to the salary for bringing in new clients. 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 - Rishi Bajaj, Toby Symonds, And Steve Tesoriere assets under management (13F Holdings), latest news, 13D/G filings, and investor letters provided by Insider Monkey You are limited to the prior 8 quarters of 13F filings. Hedge Fund Website. What does this mean? What did Elon Musk say in the last Tesla earnings call? Altai also makes private equity investments. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. 100% free. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. Beaconlight Capital's largest holding is Cheniere Energy Inc with . For more on Altai Capital Management Lp including top positions . There are currently 10 companies in Bajajs portfolio. WhaleWisdom. 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 is a hedge fund company based in 0, 0. Our portfolio managers are incentivized to close strategies to protect their ability to generate excess returns. We'll assume you're ok with this, but you can opt-out if you wish. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Rishi Bajaj also disclosed a decreased stake in E2open Parent Holdings Inc Com Cl A by approximately 0.1%. Altai Capital Management currently serves clients in the following states: . Request a Preqin Pro demo for full access to all profiles and underlying data. Showing 5 of 11 hedge funds managed by Altai Capital, Showing 1 of 1 known investors in Altai Capital funds. None of the firms clients are foreign persons or businesses. Questions to ask the goal of creating a vehicle to compound capital over multiple market cycles. Greater assets under management (AUM) lead to higher revenue for managers but can negatively impact existing clients' performance. Home; About Us; Leadership. This could also limit the number and diversity of investment options available and may impact their transferability. What does this mean? Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.58 million each. There are currently 10 companies in Bajajs portfolio. Questions to ask Subscribe to WhaleWisdom to view all filing data Altai Capital Retraces Its Steps In Wausau Paper Corp. (WPP), Should Other Investors Do The Same? Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Altai Capital Management is a California-based asset manager founded in 2009. No. INTERSECT These positions were updated on August 15th based on the funds latest 13F filing. or to simply have an email sent to you whenever we receive a new A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. All rights reserved. Before founding Arca, Rayne co-founded an asset management company, WisdomTree, where he was responsible for raising capital, creating intellectual property, and building and overseeing a sales team responsible for raising $50 billion in ETF . Whalewisdom has at least 42 13F filings, 40 13D filings, 30 13G filings, and 4 Form 4 filings. What does this mean? What was different in Amazon's 10-K filing from 2021 vs 2020? The company employs 4 people that are either part- or full-time employees. It is our organization's mission to provide unbiased and objective information. HTTPS://WWW.LINKEDIN.COM/COMPANY/ALTAI-CAPITAL-MANAGEMENT-L-P- AUM: $195.4 MM (2022-03-30) Employees: 5 (80% Investors, 0% Brokers) Phone: 949-326-9611: Address: 4675 MacArthur Court Newport Beach, CA . 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. Altai Capital Management, registered in 2009, serves 0 state(s) with a licensed staff of 4 advisors. ALTAI CAPITAL MANAGEMENT, L.P. Summary News Filings Brochure Private Funds Service Providers Login Required. While Altai Capital Management advises clients across a variety of portfolio sizes, the average client balance is currently $59.3 million. 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. Altai Capital Management has custody of $89.07 million in cash and securities for 2 clients in total but doesnt act as a qualified custodian. These fees dont include brokerage commissions, interest, taxes, and other account expenses. But You Might Want To Buy Stocks, Actually. Altai Capital Eagle LP is a private equity fund operated by Altai Capital Management, L.P. and has approximately $11.7 million in assets. This leaves the value of the investment at $31.4 million and 3,562,982 shares. . What does this mean and why is it important? Rayne has a rich history of financial and entrepreneurial success with nearly two decades of experience. (a) This Schedule 13D is filed by: (i) Altai Capital Management, L.P., a Delaware limited partnership registered as an investment adviser with the U.S. Servicesource International Inc. (NASDAQ:SREV): Rishi Bajaj, Toby Symonds, And Steve Tesoriere's Altai Capital filed an amended 13D. NEWPORT BEACH, CA Quickly find out what the most recently closed or increased positions are. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. All rights reserved. Employees. Firm Details for ALTAI CAPITAL MANAGEMENT, L.P., Location: California, AUM = 195383000.00, Last Form ADV Filed : 30-March-2022, Officers: ALTAI CAPITAL MANAGEMENT . E2open Inc (NASDAQ:EOPN)s stock continues to be gobbled up by Altai Capital Management, L.P. like it was pellets in a game of Pac-Man, and Altai was the very hungry protagonist of said game. SEC Filings include 13F quarterly reports, 13D/G events and more. are based in the United States. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 51998814, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}. The firm aims to deliver returns over multiple market cycles, focusing predominantly on credit and equity opportunities. Let's suppose that the mutual fund's portfolio consists of $1.5B in stocks, $2B in government bonds, $1.5B in corporate bonds, and $1B in cash. Michael G Scarola joined the executive team most recently as the Chief Operating Officer/Chief Financial Officer/Chief Compliance Officer. When completed, an email will be sent to the email address you specify Sign-up Find out what fees Altai Capital Management charges by checking out its Form CRS (Customer Relationship Summary), which lists the companys specific prices. Our system found no disciplinary alerts. 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, Stocks and cryptocurrency portfolio tracker. How much does United Airlines spend on aircraft maintenance and rental? 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%. Their last reported 13F filing for Q4 2022 included $107,961,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. What does this mean and why is it important? $136 million and $136 million respectively. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm's website is not secure by modern internet standards. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Continuing to browse, clicking I Agree, or closing this banner indicates agreement. ALTAI CAPITAL MANAGEMENT, L.P. Summary News Filings Brochure Private Funds Service Providers Login Required. What does this mean? Download 13F Summary In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. The Reporting Persons used approximately $8,025,516 (including brokerage commissions) in the aggregate to purchase the Common Stock for the account of Osprey. 20.0% of the portfolio companies Altai Capital Management Lp is a hedge fund that manages 632.2 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions. The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. Questions to ask Stocks with a size of more than $10 billion in market cap make up 13F filing from ALTAI CAPITAL MANAGEMENT, L.P., enter your Portfolio Manager Performance 22Q4 AUM # of Holdings Performance Rank Allocation ; Altai Capital Management LP: Altai Capital Management LP: 19.90%: $105399000 . In addition, the fund holds 3,562,982 shares of E2open Parent Holdings Inc Com Cl A worth $31.4 million. You can reach the main office by calling the phone number 949-326-9611 or by fax 800-642-2526. . Aum Capital provides wealth management solutions for high-net-worth individuals, families & institutions, AUM Capital Wealth Management helps clients to build and preserve their financial wealth.
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