STARBOARD VALUE LP

RIASEC RegisteredEst. 2011
Total AUM
$8.2B
Discretionary
$8.2B
100% of AUM
Avg account
$429M
Accounts
19
Employees
44
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
156943
Registered since
April 21, 2011
Custodians
THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, GOLDMAN SACHS & CO. LLC, 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

FINTRX

Overview

Starboard Value LP is structured as a limited partnership operating as a hedge fund that serves institutional clients. The adviser has been SEC-registered since 2011 and identifies its owner type as a mix of domestic entity and individual ownership. Its commercial model combines asset-based and performance-linked fees and the firm also performs CPO/CTA activities. Advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions. Starboard Value acts in sponsor and general partner capacities for pooled vehicles and reports it is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 65%, Derivatives 34%, Non-Investment Grade Corp Bonds 1%65%
  • Exchange Traded Equities65%
  • Derivatives34%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • LORELEI MARTIN

    Chief Compliance OfficerCRD 2697689

  • KENNETH MARLIN

    Partner and Chief Financial OfficerCRD 4866385

Contacts

3 of 3
  • PETER FELD

    Managing MemberCRD 4818013

  • JEFFREY SMITH

    Managing MemberCRD 2540248

  • LINDSEY CARA

    General CounselCRD 5356382

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

$394M in ETFs

Passive

100%

$394M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$394M5,830,656100.00%

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
777 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth