Jana Partners Management, LP
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
FINTRXOverview
Jana Partners Management, LP is organized as a limited partnership and operates as a hedge fund focused on institutional clients. The firm registered with the SEC in 2023 and reports a fee model that combines asset-based charges with performance fees. Its stated business activities include duties typical of commodity pool operators or commodity trading advisers (CPO/CTA), and it provides portfolio management for pooled investment vehicles as well as for businesses and institutional investors. Jana Partners Management, LP does not identify as an active ESG investor and does not operate as a multi-state adviser.
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
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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$223M in ETFs
100%
$223M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $223M | 343,665 | 100.00% |
Location
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
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