Starboard Value LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 156943
- Registered since
- April 21, 2011
- Website
- www.starboardvalue.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, GOLDMAN SACHS & CO. LLC, THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles66.89%
- State / Municipal Government22.84%
- Sovereign Wealth Funds7.46%
- Pension & Profit Sharing Plans2.82%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Starboard Value LP operates as a hedge fund structured as a limited partnership and focuses on institutional clients. The firm registers with the SEC (since 2011) and provides portfolio management for pooled investment vehicles and for businesses or institutions. Its reported business activities include functioning as a CPO/CTA and acting as a sponsor, general partner, or managing member of pooled vehicles. Compensation is a mix of a percentage of assets under management plus performance-based fees. Starboard does not present itself as an ESG-focused investor and is not characterized as a multi-state or newly formed 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
Asset composition
- Exchange Traded Equities51%
- Derivatives43%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Lorelei Martin
Chief Compliance OfficerCRD 2697689
Pat Gargiulo
Chief Financial OfficerCRD 8232710
Contacts
3 of 3
Jeffrey Smith
Managing MemberCRD 2540248
Peter Feld
Managing MemberCRD 4818013
Tatiana Lewin
General CounselCRD 8342141
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$685M in ETFs
100%
$685M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $685M | 8,877,781 | 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
- 777 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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