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. 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 Altai Capital Management, L.P. office and employees reside in Newport Beach, California. 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. Altai Capital Management is based out of Newport Beach. Altai Capital Retraces Its Steps In Wausau Paper Corp. (WPP), Should Other Investors Do The Same? Altai Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. (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. For more on Altai Capital Management Lp including top positions . the MV of securities sold, whichever is less, Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. . Any data inaccuracies, please contact our team. tips_and_updates Financial advisor education. To learn more about different types of pricing models, see our article on how much a financial advisor costs. 4675 Macarthur Court, Suite 1500. The advisory firm has several streams of revenue. Altai Capital is an independent, value oriented private investment firm focused on both credit and equity opportunities. What data have companies recently filed about. The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. Subscribe to WhaleWisdom to view all filing data 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. Form ADV and Client Relationship Summary. This will schedule a job to export all requested 13f holdings data for this filer. 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. Stocks with a size of more than $10 billion in market cap make up The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. 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. Currently, their heaviest sector is Technology making up 18.8% of How does your firm approach insurance sales? What conflicts do I need to be made aware of? What does this mean and why is it important? What are people on Reddit saying about Coinbase? What does this mean? 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. Altai Capital Management, L.P. is a large advisory firm based in Newport Beach. Investor.com is your trustworthy guide to the world of personal finance. 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%. What did Elon Musk say in the last Tesla earnings call? 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. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Website. In this article, we discuss 10 stock picks of Rishi Bajaj's Altai Capital. Altai Capital Management, LLC CIK # 0001619440: EDGAR Form CIK 2011 - 2022; 3 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 can be seen as "eating your own cooking," there are conflicts that may arise. Altai Capital Management, L.P is a financial advisory firm headquartered in Newport Beach, California. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Digimarc Corp New Com and bought 40,000 additional shares worth around . The total portfolio value may be much higher due to cash It's no secret that Asian asset management is in hyper-growth mode. {"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}. 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). Unlike HTTPS connections, HTTP connections are not encrypted. Altai Capital Management, L.P. closed its position in The Beachbody Company Inc Com Cl A on 15th August 2022. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. Request a demofor full access to this profile. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. What does this mean? are based in the United States. What does this mean and why is it important? The fund was transferred from AIA Thailand after AIAIMT was established last year and is . The majority of the companies in the funds portfolio are large-cap stocks. 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. Central Index Key (CIK): 0001478982; Tip: Access up to 7 years of quarterly data. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. Instantly search SEC filings and earnings transcripts. 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. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Newport Beach, CA 92660. Altai Capital Management has $108M in assets under management (AUM), dropping by 6.11%. It sold the previously owned 353,934 shares for $839 thousand. 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. What's the distribution of stocks in the ARKK ETF? WhaleWisdom. Please provide me a list of the products and a summary of how much your firm earns from them. containing a link to download the .zip file of the CSV file(s) you requested. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Whalewisdom has at least 42 13F filings, 40 13D filings, 30 13G filings, and 4 Form 4 filings. 100% free. investor.com is not endorsed by or affiliated with the SEC or FINRA. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Company profile page for Altai Capital Management LP including stock price, company news, press releases, executives, board members, and contact information It doesnt run an office outside of the United States. Questions to ask Will anyone that was involved be involved with my accounts in any capacity? There are currently 10 companies in Bajajs portfolio. What does this mean? 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. There are currently 10 companies in Bajajs portfolio. They manage for ALTAI CAPITAL MANAGEMENT, L.P. Top 20 equal-weighted holdings. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. For the past ten years, assets under management (AUM) have grown by 9 percent annually, capped by a strong 11 percent figure in 2017. Altai Capital Management manages $118.7 million and provides investment advisory services for 2 clients (1 advisor/client ratio). Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. In the most recent 13F filing, Altai Capital Management, L.P. revealed that it had increased its stake in What does this mean? 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. Altai Capital Management is based out of Newport Beach. 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 headquarters of Altai Capital Management is 4675 Macarthur Court, Suite 1500. Hedge Fund 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 . When? What does this mean and why is it important? Written by investor.com. None of the firms clients are foreign persons or businesses. Altai Capital Management, L.P. - Filing History. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Questions to ask It doesn't provide financial planning services to its clients. Which securities does your firm trade for itself that it will also be recommending to me? Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. For more on Altai Capital Management Lp including top positions . 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. Our system has identified the following conflict alerts. What does this mean? Phone: 212-201-5772 Fax: 800-642-2526 Website: http://www.altai.com, Private Funds Managed(3): Altai Capital Osprey Llc, Altai Capital Master Fund Ltd , Altai Capital Eagle Lp, Rank: 2213 out of 3271 hedge fund management companies, Rank: 2249 out of 3271 hedge fund management companies, Rank: 1431 out of 3271 hedge fund management companies, Rank: 1904 out of 3271 hedge fund management companies, Rank: 1994 out of 3271 hedge fund management companies, Rank: 995 out of 3271 hedge fund management companies.
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