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 organized as a limited partnership and operates as a hedge fund advising pooled investment vehicles. The firm is SEC-registered since 2015 and serves an institutional client base. Compensation combines a percentage-of-assets fee with performance-based fees. Appaloosa engages in commodity pool/operator or commodity trading adviser activities and provides portfolio management for pooled vehicles. The firm is not identified as an active ESG investor and does not report multi-state adviser status.

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

    David Bersh

    General CounselCRD 5163923

  • David Tepper

    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 1

Active vs passive

$490M in ETFs

Passive

100%

$490M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI SOUTH KOREA ETF (EWY)BlackRockPassiveMiscellaneous Region$490M2,425,000100.00%

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