⚲
|
Iridian Asset Management LLC
✚
|
|
---|---|
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] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
OWLS Nest Partners IA LLC
✚
|
PA | 0.4 |
Gold Coast Wealth Management LLC
✚
|
NY | 0.4 |
Diastole Wealth Management Inc
✚
|
CT | 0.4 |
Ashdon Investment Management LLC
✚
|
TN | 0.4 |
503 Capital Partners LLC
✚
|
KS | 0.4 |
Trinity Legacy Partners LLC
✚
|
TX | 0.4 |
Value Partners Limited
✚
|
0.4 | |
Venator Management LLC
✚
|
PA | 0.4 |
Resolve Asset Management Inc
✚
|
0.4 | |
Gardner Lewis Asset Management LP
✚
|
PA | 0.4 |