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| Iridian Asset Management LLC
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|
|
|---|---|
| CRD # | 104550 |
| SEC # | 801-50661 |
| CIK # | 0001033427 |
| AUM | $372.3 MM (2024-03-20) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 203-341-7800 |
| Address | 120 Post Road West Westport, CT 06880 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TNL | 3.5 | 0.0 | |
| POST | 5.0 | 0.0 | |
| ACVA | 1.0 | 0.0 | |
| CCK | 11.6 | 0.0 | |
| ELV | 114.1 | 0.0 | |
| LAD | 8.3 | 0.0 | |
| FLEX | 6.9 | 0.0 | |
| HLF | 2.5 | 0.0 | |
| RTO | 0.0 | ||
| LPLA | 15.3 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Iridian Global Impact Fund LP | [2023-03-15] | 1.8 | 1.6 |
| HF | Iridian Raven Fund LP | [2022-03-23] | 32.1 | 0.0 |
| HF | Iridian Eagle Fund LP | [2021-03-22] | 67.8 | 57.9 |
| HF | Iridian Wasabi Fund LP | [2019-03-19] | 18.1 | 26.7 |
| HF | Iridian Cresco Fund LP | [2013-03-15] | 3.5 | 4.5 |
| HF | Iridian Charter Fund LP | 2012-02-27 | 59.8 | |
| Other | Iridian Private Business Value Equity Fund LP | [2012-02-27] | 1,034.0 | 70.2 |
| Other | Iridian Small Cap Equity Fund LP | [2012-02-27] | 7.2 | 7.3 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 0.4 |
| By Discretionary | ||
| Discretionary | 21 | 0.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 0.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 21 | 0.4 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| David Cohen | 222 | |||
| Eric Stone | 13 | |||
| Jeffrey Elliott | 12 | |||
| Harold Levy | 10 | |||
| Lane Bucklan | 10 | |||
| Iridian Asset Management LLC | 9 | |||
| Todd Raker | 5 | |||
| Paul Wolt | 4 | |||
| CET Partners LLC | 2 | |||
| Iridian Asset Managment LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001033427] | |
| SC 13G | [0001033427] |
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|---|---|---|
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OWLS Nest Partners IA LLC
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|
PA | 0.4 |
|
Gold Coast Wealth Management LLC
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NY | 0.4 |
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Diastole Wealth Management Inc
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CT | 0.4 |
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Ashdon Investment Management LLC
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503 Capital Partners LLC
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KS | 0.4 |
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Trinity Legacy Partners LLC
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TX | 0.4 |
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0.4 | |
|
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Resolve Asset Management Inc
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0.4 | |
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Gardner Lewis Asset Management LP
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PA | 0.4 |