are based in the United States. 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. Altai Capital Management, L.P. - Filing History. The Altai Capital Management, L.P. office and employees reside in Newport Beach, California. *SEC data last verified March 30, 2023. Currently, their heaviest sector is Technology making up 18.8% of 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. Questions to ask The managers's latest filing has disclosed 105MM in positions, which represents 17% of the manager's regulatory AUM. Altai Capital Management is a California-based asset manager founded in 2009. Hedge Fund This leaves the value of the investment at $31.4 million and 3,562,982 shares. (a) (b) The responses of the Reporting Persons to Rows (7) through (13) of the cover pages of this Schedule 13D are incorporated herein by reference. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. Altai Capital Management is a hedge fund company based in 0, 0. How do I get notified when a new S-1 is filed that mentions. Altai Capital Management, L.P. closed its position in The Beachbody Company Inc Com Cl A on 15th August 2022. Hedge Fund - Altai Capital - Insider Monkey 10% of the total holdings value. What does this mean and why is it important? Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Showing 5 of 11 hedge funds managed by Altai Capital, Showing 1 of 1 known investors in Altai Capital funds. What does this mean? What does this mean and why is it important? Altai Capital Management, L.P. | 128 followers on LinkedIn. Altai Capital Management, L.P. 13F annual report - wallmine Altai Capital Management has $108M in assets under management (AUM), dropping by 6.11%. Digimarc Corp New Com and bought 40,000 additional shares worth around . Altai Capital Fund Manager Profile | Preqin These conflicts can negatively impact clients via hidden fees and overall higher costs. The firm's website is not secure by modern internet standards. What happened? On top of advisory services, the firm doesn't engage in other business activities. View Filing. Firm can legally elect to accept commissions for their investment advisory services. Each month, investor.com serves as a trusted resource to help thousands of Americans research and compare financial advisors. Investment Advisor What does this mean? 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. The fund focuses on investments in the United States as Leadership - Altai Capital This statement on Schedule 13D (the Schedule 13D) relates to the common shares, par value $0.001 per share (the Common Stock) of Amber Road, Inc., a Delaware corporation (the Issuer). Altai Capital Management, L.P. Jan 2019 - Present 4 years 4 months. Firm or a related person trades securities for themselves that they also recommend to their clients. Altai Capital Management, L.P is a financial advisory firm headquartered in Newport Beach, California. $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 . By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Regulatory disclosures state that firm sells proprietary investments and products. Which stocks have had the most recent insider buying? The largest investments include P10 Inc Com Cl A and E2open Parent Holdings Inc Com Cl A, together worth $67.3 million. 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%. containing a link to download the .zip file of the CSV file(s) you requested. SEC form, multiple filers or classes of filers, and much more.***. It's no secret that Asian asset management is in hyper-growth mode. Altai Capital Management LP - Assets, Funds, Holdings. and a top 10 holdings concentration of 100.0%. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. -pdf- The current minimum investment for Altai Capital Eagle LP is $1000000. Among the 10 most similar advisory firms, Altai Capital Management has the highest percentage of pooled investment vehicles out of all clients. Altai Capital - Welcome $148 million Assets Under Management (AUM) As of 8th August 2022, Altai Capital Management, L.P.'s top holding is In addition, . Altai Capital Management AUM, Funds & Holdings Data Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. While this can be seen as "eating your own cooking," there are conflicts that may arise. . 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. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. Altai Capital Management, registered in 2009, serves 0 state(s) with a licensed staff of 4 advisors. The advisory firm has several streams of revenue. Questions to ask Download 13F Summary Firm Details for ALTAI CAPITAL MANAGEMENT, L.P., Location: California, AUM = 195383000.00, Last Form ADV Filed : 30-March-2022, Officers: ALTAI CAPITAL MANAGEMENT . Portfolio Manager Performance 22Q4 AUM # of Holdings Performance Rank Allocation ; Altai Capital Management LP: Altai Capital Management LP: 19.90%: $105399000: 4: It has been registered with the SEC as an adviser since 2009. Terms of Use | Disclaimers | Privacy Policy. For further detail, see our articles on different types of advisors and financial advisor services. Home; About Us; Leadership. {"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.s portfolio is diversified across 3 sectors. What did Elon Musk say in the last Tesla earnings call? 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. [1]: As a financial advisory firm, Altai Capital Management can provide a variety of financial planning services for Americans. Altai Capital Management is a California-based asset manager founded in 2009. . How many times did it occur? Should I Hire a Financial Advisor or DIY It? Altai Capital Management currently serves clients in the following states: . Altai Capital Eagle LP is a private equity fund operated by Altai Capital Management, L.P. and has approximately $11.7 million in assets. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real . How do these benefits affect the firms selection of a broker-dealer partner? 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%. 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. As of 8th August 2022, Altai Capital Management, L.P.s top holding is 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. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Altai Capital Management, L.P. 13F annual report - wallmine GB ALTAI CAPITAL MANAGEMENT, L.P. Top 13F Holdings - WhaleWisdom.com 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. Altai Capital Management also advises several private funds. Currently, Altai Capital Management, L.P.'s portfolio is worth at least $148 million. Altai Capital Management is a fund manager in Newport Beach with $195.38 mm assets under management. Stocks and cryptocurrency portfolio tracker, Managing principal/president/chief operating officer/chief compliance officer, Chief operating officer/chief financial officer/chief compliance officer. We use cookies on this site to provide a more responsive and personalized service.