Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. Altai Capital is an independent, value oriented private investment firm focused on both credit and equity opportunities What does this mean and why is it important? 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. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. AUM: $195.4 MM (2022-03-30) Employees: 5 (80% Investors, 0% Brokers) Phone: 949-326-9611: Address: 4675 MacArthur Court Newport Beach, CA . The fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM. $148 million Assets Under Management (AUM) As of 8th August 2022, Altai Capital Management, L.P.'s top holding is In addition, . Performance Firm or a related person trades securities for themselves that they also recommend to their clients. Buoyant capital markets, a shift from deposits to investment solutions, and conducive regulatory regimes have propelled growth across Asia. On average, the discretionary accounts where all decisions are made on behalf of the client hold $31.58 million each. It doesnt run an office outside of the United States. There are currently 10 companies in Bajajs portfolio. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. 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. Altai Capital Management is a California-based asset manager founded in 2009. It has been registered with the SEC as an adviser since 2009. This could be detrimental to a client during down markets. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. What happened? All text and design is copyright 2020 WhaleWisdom.com. We use cookies on this site to provide a more responsive and personalized service. 100% free. Is your firm a broker-dealer or are you affiliated with one? Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. You can reach the main office by calling the phone number 949-326-9611 or by fax 800-642-2526. Altai Capital Management currently serves clients in the following states: . The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real . 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. SEC Filings include 13F quarterly reports, 13D/G events and more. It sold the previously owned 353,934 shares for $839 thousand. 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). What does this mean and why is it important? assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. 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. 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. the total portfolio value. What does this mean and why is it important? 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 misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. 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. email address below and choose 'Submit'. investor.com is not endorsed by or affiliated with the SEC or FINRA. Altai Capital Management is based out of Newport Beach. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. What does this mean and why is it important? This data is then run through our proprietary Trust Algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Rishi Bajaj President and Chief Investment Officer. $136 million and $136 million respectively. What does this mean? Management owns 18 percent of the fund. Altai Capital Management, L.P. - Filing History. Which stocks have institutional investors recently bought or sold? Which securities does your firm trade for itself that it will also be recommending to me? View Filing. Namely, one hedge fund and one private equity fund. Altai Capital Retraces Its Steps In Wausau Paper Corp. (WPP), Should Other Investors Do The Same? Altai Capital Management also advises several private funds. The fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM . It manages $126.31 million of regulatory assets for 4 client accounts. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Currently, Altai Capital Management, L.P.'s portfolio . The total value of the fund's assets under management will be $6B. Altai also makes private equity investments. Altai Capital Management, L.P. is a large advisory firm based in Newport Beach. Altai Capital Management is a hedge fund company based in 0, 0. 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. and a top 10 holdings concentration of 100.0%. Stocks and cryptocurrency portfolio tracker, Managing principal/president/chief operating officer/chief compliance officer, Chief operating officer/chief financial officer/chief compliance officer. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. This will schedule a job to export all requested 13f holdings data for this filer. This leaves the value of the investment at $31.4 million and 3,562,982 shares. to see more advanced email alert options such as selecting any type of Questions to ask Yes or What does this mean? This leaves the value of the investment at $31.4 million and 3,562,982 shares. ALTAI CAPITAL MANAGEMENT, L.P. Summary News Filings Brochure Private Funds Service Providers Login Required. {"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}. Questions to ask Among the 10 most similar advisory firms, Altai Capital Management has the highest percentage of pooled investment vehicles out of all clients. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Get our editors daily picks straight in your inbox! It is our organization's mission to provide unbiased and objective information. Detailed Profile of ALTAI CAPITAL MANAGEMENT, L.P. portfolio of holdings. You can check out Altai Capital's latest holdings and filings here. The firm doesnt compensate employees in addition to the salary for bringing in new clients. Written by investor.com. 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. 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. 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. The company employs 4 people that are either part- or full-time employees. 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. The firm's website is not secure by modern internet standards. $148 million Assets Under Management (AUM) As of 9th May 2022, Altai Capital Management, L.P.'s top holding is In addition, the fund holds . Assets Under Management - AUM: Assets under management (AUM) is the total market value of assets that an investment company or financial institution manages on behalf of investors. Dear User, In order to view news relating to specific advisers, you must be a registered user on our site. *SEC data last verified March 30, 2023. In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in 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 . Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. HTTPS://WWW.LINKEDIN.COM/COMPANY/ALTAI-CAPITAL-MANAGEMENT-L-P- 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.
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