VALUEACT CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 154249
- Registered since
- August 2, 2010
- Website
- valueact.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Valueact Capital Management, L.P. is structured as a limited partnership that operates as a hedge fund manager focused on managing pooled investment vehicles for institutional clients. The firm charges both a percentage-of-assets fee and performance-based fees and identifies itself primarily as an adviser to its own pooled funds rather than a capital allocator to third-party managers. It is not an active ESG investor and is registered with the SEC (registration year 2010). Valueact also serves as sponsor/GP/managing member for pooled vehicles and can operate as a CPO/CTA where applicable.
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 4SONIA MUSCATINE
Chief Compliance OfficerCRD 7852278
DAVID HALE
Co-CEOCRD 5154309
GARRISON MORFIT
CEOCRD 3149941
Contacts
2 of 2JASON BREEDING
General CounselCRD 6486264
BRIANA ZELAYA
PartnerCRD 7504894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1 Letterman Dr
- Time zone
- PT (UTC-8)
- Office locations
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