In this article, we discuss 10 stock picks of Rishi Bajaj's Altai Capital. The managers's latest filing has disclosed 136MM in positions, which represents 22% of the manager's regulatory AUM. Company profile. 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. Will any of my assets be invested in those products? What does this mean? What does this mean? Website. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. Altai Capital Management, L.P. Jan 2019 - Present 4 years 4 months. The manager's has disclosed holdings from 12/31/10 to 12/31/22. What does this mean and why is it important? What does this mean? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. This could be detrimental to a client during down markets. What does this mean and why is this important? Positions held by Altai Capital Management consolidated in one spreadsheet with up to 7 years of data . The Reporting Persons used approximately $8,025,516 (including brokerage commissions) in the aggregate to purchase the Common Stock for the account of Osprey. Digimarc Corp New Com and bought 40,000 additional shares worth around . Among the 10 most similar advisory firms, Altai Capital Management has the highest percentage of pooled investment vehicles out of all clients. Altai Capital Management, L.P. 13F annual report - wallmine 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. Beaconlight Capital is a hedge fund with 4 clients and discretionary assets under management (AUM) of $359,078,642 (Form ADV from 2022-10-25). For more on Altai Capital Management Lp including top positions . The investor.com website utilizes verified data from reputable sources, which includes the Securities and Exchange Commission (SEC); however, it can vary from time to time. Please contribute data. What does this mean? 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. $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 . . 10% of the total holdings value. Please provide me a list of the products and a summary of how much your firm earns from them. What does this mean? Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Altai Capital Management is a hedge fund company based in 0, 0. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. When? Rayne has a rich history of financial and entrepreneurial success with nearly two decades of experience. Asset manager soars up the rankings - Bangkok Post 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. Altai Capital Management also advises several private funds. Which recent 8-K filings mention the words, Which companies have recently filed patents about. Questions to ask We use cookies on this site to provide a more responsive and personalized service. The average market cap of the portfolio companies is close to $12 billion. 13F Data. Terms of Use | Disclaimers | Privacy Policy. You can reach the main office by calling the phone number 949-326-9611 or by fax 800-642-2526. 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. Stocks and cryptocurrency portfolio tracker, Managing principal/president/chief operating officer/chief compliance officer, Chief operating officer/chief financial officer/chief compliance officer. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. 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). While this can be seen as "eating your own cooking," there are conflicts that may arise. Home; About Us; Leadership. Currently, Altai Capital Management, L.P.'s portfolio . Altai Capital Management is a California-based asset manager founded in 2009. Altai Capital - Welcome Firm or an affiliate actively engages in business as a law firm or lawyer. Altai Capital Management LP | AUM 13F See ourCookie Policyfor more information. April 25, 2023. $148 million Assets Under Management (AUM) As of 8th August 2022, Altai Capital Management, L.P.'s top holding is In addition, . . Which securities does your firm trade for itself that it will also be recommending to me? Questions to ask The advisory firm has several streams of revenue. for ALTAI CAPITAL MANAGEMENT, L.P. Top 20 equal-weighted holdings. 9AT: ALTAI CAPITAL MANAGEMENT, L.P. - Summary Does your firm perform side-by-side management? There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Newport Beach, CA 92660. *SEC data last verified March 30, 2023. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. 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. It doesn't run an office outside of the United States. What does this mean? Firm or a related person trades securities for themselves that they also recommend to their clients. What does this mean and why is this important? The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real . What are people on Reddit saying about Coinbase? for Q4 2022: commodity pool operator or commodity trading advisor, Percentage of assets under management,Fixed fees,Performance-based fees, MANAGING PRINCIPAL/CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER. Firm Details for ALTAI CAPITAL MANAGEMENT, L.P., Location: California, AUM = 195383000.00, Last Form ADV Filed : 30-March-2022, Officers: ALTAI CAPITAL MANAGEMENT . Stocks with a size of more than $10 billion in market cap make up 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? Employees dont receive compensation from other entities for client referrals. According to the last 13-F report filed with the SEC, Rishi Bajaj serves as the Chief Investment Officer at Altai Capital Management, L.P.. Altai Capital Management LP - Company Profile and News Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Request a Preqin Pro demo for full access to all profiles and underlying data. Currently, their heaviest sector is Technology making up 18.8% of 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. How much does United Airlines spend on aircraft maintenance and rental? The majority of the companies in the funds portfolio are large-cap stocks. The headquarters of Altai Capital Management is 4675 Macarthur Court, Suite 1500. As investors become more evolved and sophisticated in their requirements for financial products and services, delivery standards need to keep pace. Rishi Bajaj's Altai Management Is Aggressively Acquiring This Stock, Altai Capital Seeks Unique Opportunity With New Position in E2open Inc (EOPN), Rishi Bajaj's Altai Capital Management Trims Stake In This Tech Stock, Servicesource International Inc (SREV), Recro Pharma Inc (REPH): Altai Capital And Broadfin Capital's Latest Moves, Altai Capital Discloses New Position in TerraForm Power Inc. (TERP), How to Best Use Insider Monkey to Increase Your Returns, 6 Things You Didn't Know About Hedge Funds, Rishi Bajaj, Toby Symonds, And Steve Tesoriere. For the past ten years, assets under management (AUM) have grown by 9 percent annually, capped by a strong 11 percent figure in 2017. Latest 13F Filings; 13F Heat Map; 13F Trend Charts; 13F Stats; Stock 13F Stats; Stock Earnings and Events Calendar; Important Filing Dates and Holidays . AUM Fund type; Altai Capital Management, L.P. $195.38 mm: Altai Capital Eagle LP: $4.20 mm: Private Equity Fund: Altai Capital Osprey, LLC: $104.42 mm: Hedge Fund: Altai Capital Management, L.P. is a large advisory firm based in Newport Beach. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. According to the last 13-F report filed with the SEC, Rishi Bajaj serves as the Chief Investment Officer at Altai Capital Management, L.P.. For the most up-to-date information, please view the applicable SEC and FINRA reports above. All requests for updated information should also be reported directly to the SEC and/or FINRA. Subscribe to WhaleWisdom to view all filing data They operate 3 private funds and have approximately $46.9 million in total assets under management (AUM). 4675 MacArthur Court, Suite 1500 Newport Beach, CA 92660. In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in Sign-up 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. Questions to ask Some firms receive these fees as payments, which creates an incentive to promote them. ALTAI CAPITAL MANAGEMENT, L.P. Top 13F Holdings Historical performance of Altai Capital Management LP, showing the return on investment of the portfolio managed by Altai Capital Management LP and comparing it to other hedge funds. It has been registered with the SEC as an adviser since 2009. What data have companies recently filed about. Read through our introductory course to financial advisors. 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. SEC Filings include 13F quarterly reports, 13D/G events and more. ALTAI CAPITAL MANAGEMENT, L.P. Summary News Filings Brochure Private Funds Service Providers Login Required. Critical insights, thoughtfully organized, with real-time alerts.
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