APPALOOSA LP

RIASEC RegisteredEst. 2015
Total AUM
$20.4B
Discretionary
$20.4B
100% of AUM
Avg account
$10.2B
Accounts
2
Employees
21
Advisory reps
4

Firm details

Headquarters
SHORT HILLS, New Jersey
CRD number
281909
Registered since
November 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Appaloosa LP is a limited partnership that operates as a hedge fund and has been SEC-registered since 2015. The firm serves institutional clients and primarily provides portfolio management for pooled investment vehicles, functioning in capacities consistent with a CPO/CTA. Its compensation combines a percentage-of-assets fee with performance-based fees. Appaloosa is not positioned as a third-party capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL PALMER

    Chief Financial OfficerCRD 2264841

Contacts

3 of 3
  • JAMES BOLIN

    Vice PresidentCRD 1956807

  • DAVID BERSH

    General CounselCRD 5163923

  • DAVID TEPPER

    President Of General PartnerCRD 1430145

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$326M in ETFs

Passive

100%

$326M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)BlackRockPassiveMiscellaneous Region$295M2,400,00090.58%

Location

Primary office

SHORT HILLS, NJ

ESSEX

Location

SHORT HILLS, NJ

Headquartered in SHORT HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
51 John F Kennedy Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth