JAT CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2020
Total AUM
$228M
Discretionary
$228M
100% of AUM
Avg account
$114M
Accounts
2
Employees
5
Advisory reps
2

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
311599
Registered since
December 17, 2020
Custodians
MORGAN STANLEY & CO. LLC, JEFFERIES LLC, GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

JAT Capital Management LP is a limited partnership that registered with the SEC in 2020 and serves institutional clients. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its compensation mixes a percentage-of-AUM fee with performance-based fees, which is consistent with a manager running pooled strategies where incentive fees are charged. The firm is organized as a domestic entity with individual ownership. It does not identify as an active ESG investor, is not designated a multi-state adviser, and is not described as a capital allocator or pension consultant in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • COREY GLEASON

    Chief Financial OfficerCRD 7690518

Contacts

1 of 1
  • JOHN THALER

    Founder and Portfolio ManagerCRD 2780996

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, 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
FAIRFIELD
Address
24 Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth