JAT Capital Management LP

RIASEC Registered
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
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%

Firm profile

FINTRX

Overview

JAT Capital Management LP is an institutional-focused investment manager structured as a domestic entity with individual ownership. The firm operates with a fee schedule that combines a percentage-of-AUM component and performance-based fees. Its reported business activities include operating as a CPO/CTA, and it does not identify as an ESG-active adviser or a multi-state adviser. The manager allocates to both public equities and third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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