JANA PARTNERS MANAGEMENT, LP

RIASEC RegisteredEst. 2023
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$286M
Accounts
8
Employees
19
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
292832
Registered since
October 18, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Jana Partners Management, LP is a limited partnership that operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered as of 2023 and is structured to run pooled investment vehicles and provide portfolio management for businesses and institutions. It also functions in commodity pool operator/commodity trading advisor (CPO/CTA) roles and serves as sponsor/GP or managing member for pooled vehicles. Compensation is a mix of a percentage of assets under management and performance-based fees. Jana Partners does not identify 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

3 of 3
  • RYAN HUNTER

    Chief Financial OfficerCRD 7520670

  • Jennifer Fanjiang

    Chief Legal Officer & PartnerCRD 7053316

  • JAY YOUNG

    Chief Operating OfficerCRD 5987700

Contacts

3 of 3
  • SCOTT OSTFELD

    Partner, Portfolio ManagerCRD 4573741

  • KEVIN GALLIGAN

    Partner, Director of ResearchCRD 4811044

  • BARRY ROSENSTEIN

    FounderCRD 1148016

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

$223M in ETFs

Passive

100%

$223M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$223M343,665100.00%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
888 7th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth