JANA PARTNERS MANAGEMENT, LP

Latest filing: Mar 27, 2025 (205 days ago)

AUM

$2,386,320,222
30% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

20
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

NEW YORK, NY
888 SEVENTH AVENUE, NEW YORK, NY, UNITED STATES, 10106

Client AUM

Discretion AUM
Discretionary $2.4
Non-Discretionary $0.0
Total $2.4
Client AUM
Retail $0.0
Pooled $2.4
Institutional $0.0
Total $2.4
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
JANA PARTNERS CAPITAL, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

11 active

Name Title
ROSENSTEIN, BARRY, STUART SENIOR MANAGING MEMBER, FOUNDER & EXECUTIVE CHAIRMAN | LIMITED PARTNER
OSTFELD, SCOTT, DAVID MANAGING MEMBER, MANAGING PARTNER | LIMITED PARTNER
GALLIGAN, KEVIN, GARVEY PARTNER | LIMITED PARTNER
FANJIANG, JENNIFER PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | LIMITED PARTNER
YOUNG, JAY, HYUN CHIEF OPERATING OFFICER
HUNTER, RYAN, MATTHEW CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $2.4 $0.0 0% 20 0 0%
2025-04-21 $2.4 $0.0 0% 20 0 0%
2024-04-02 $1.8 $0.5 30% 20 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES
COMMODITY TRADING ADVISOR

ADVDB.CO • SOURCE: SEC FORM ADV