Altai Capital Management, L.P.

RIASEC RegisteredEst. 2009
Total AUM
$49.8M
Discretionary
$49.8M
100% of AUM
Avg account
$12.5M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
151638
Registered since
September 30, 2009
Custodians
GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI77.47%
  • Pooled Investment Vehicles22.53%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altai Capital Management, L.P. is a limited partnership registered with the SEC in 2009 that operates as a hedge fund manager and commodity pool/CTA-type sponsor. The firm serves institutional clients and provides portfolio management for both individuals/small businesses and pooled investment vehicles. Its compensation structure combines percentage-of-AUM, fixed fees and incentive/performance fees. Altai is organized as a domestic entity with elements of individual ownership and is not positioned as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Cash & Cash Equivalents 27%73%
  • Exchange Traded Equities73%
  • Cash & Cash Equivalents27%

Owners & executives

2 of 2
  • Michael Scarola

    Michael Scarola

    Chief Operating OfficerCRD 5356066

  • Rishi Bajaj

    Rishi Bajaj

    President and Chief Investment OfficerCRD 4487688

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth