SACHEM HEAD CAPITAL MANAGEMENT LP

Latest filing: Mar 17, 2025 (51 days ago)
View on IAPD
Adviser Website

AUM

$4,123,392,665
21% change vs. 1 year ago
-34% change vs. 3 years ago
43% change vs. 5 years ago
61% change vs. 10 years ago

Employee Count

18
-5% change vs. 1 year ago
6% change vs. 3 years ago
20% change vs. 5 years ago
50% change vs. 10 years ago

Main Office

NEW YORK, NY
250 WEST 55TH STREET, NEW YORK, NY, UNITED STATES, 10019

Client AUM

Discretion AUM
Discretionary $4.1
Non-Discretionary $0.0
Total $4.1
Client AUM
Retail $0.0
Pooled $4.1
Institutional $0.0
Total $4.1
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
SH SAGAMORE VII GP LLC $0.0 -
SACHEM HEAD GP LLC $0.0 -
SH OLD QUARRY GP LLC $0.0 -
SH SAGAMORE VIII GP LLC $0.0 -
SH STONY CREEK GP LLC $0.0 -

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

Control Persons

5 active

Name Title
FERGUSON, SCOTT, DAVID MANAGING PARTNER AND PORTFOLIO MANAGER, MANAGING MEMBER
MALHOTRA, AMIT, NMI CHIEF OPERATING OFFICER
ADAMSKI, MICHAEL, DAVID GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-04-21 $4.1 $0.0 0% 18 0 0%
2024-04-02 $3.4 $0.7 21% 19 -1 -5%
2023-04-04 $3.9 $0.2 6% 17 1 6%
2022-04-01 $6.2 -$2.1 -34% 17 1 6%
2021-04-05 $4.6 -$0.5 -10% 16 2 12%
2020-04-01 $2.9 $1.2 43% 15 3 20%
2019-04-01 $3.2 $0.9 29% 17 1 6%
2018-04-02 $4.3 -$0.2 -4% 19 -1 -5%
2017-04-01 $4.4 -$0.2 -5% 15 3 20%
2016-04-01 $4.7 -$0.6 -13% 14 4 29%
2015-04-01 $2.6 $1.6 61% 12 6 50%
2014-04-01 $1.0 $3.1 297% 10 8 80%

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

Other

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

ADVDB.CO • SOURCE: SEC FORM ADV