Iridian Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 104550
- Registered since
- December 5, 1995
- Website
- iridian.com
- Custodians
- CIBC WORLD MARKETS CORP., BNY MELLON PRIVATE WEALTH, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles58.72%
- HNWI29.54%
- Corporations / Businesses8.83%
- Other2.91%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Iridian Asset Management LLC is a privately held investment manager that operates as a hedge fund and provides portfolio management for individuals, pooled vehicles, and institutional clients. The firm is organized as an LLC, has been SEC-registered since 1995, and describes its client base as both individual & family and institutional investors. Compensation includes traditional percentage-of-AUM fees and performance-based fees. Iridian also identifies as an active ESG investor and lists CPO/CTA activity among its business roles, while acting as sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 3Paul Wolt
Director of OperationsCRD 3177724
Eric Stone
Managing DirectorCRD 3251987
Todd Raker
Managing DirectorCRD 2651603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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