Altai Capital Management, L.P is a financial advisory firm headquartered in Newport Beach, California. On the other hand, there are companies that Altai Capital Management, L.P. is getting rid of from its portfolio. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. for ALTAI CAPITAL MANAGEMENT, L.P. Top 20 equal-weighted holdings. What does this mean? A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Instantly search SEC filings and earnings transcripts. What does this mean and why is it important? Firm or related person receives soft-dollar benefits in connection with client securities transactions. Questions to ask Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more. For more on Altai Capital Management Lp including top positions . ALTAI CAPITAL MANAGEMENT, L.P. Top 13F Holdings - WhaleWisdom.com Altai Capital Management is making waves on Wall Street after its first-ever activist investment, SunEdison, has increased nearly tenfold since the firm made its presence known in a June 2012 . A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. According to the last 13-F report filed with the SEC, Rishi Bajaj serves as the Chief Investment Officer at Altai Capital Management, L.P.. What does this mean? Incorporated. the total portfolio value. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Namely, one hedge fund and one private equity fund. Among the 10 most similar advisory firms, Altai Capital Management has the highest percentage of pooled investment vehicles out of all clients. As of 8th August 2022, Altai Capital Management, L.P.s top holding is 2,965,832 shares of P10 Inc Com Cl A currently worth over $35.9 million and making up 24.4% of the portfolio value. The fund's latest filing disclosed 105MM in positions, representing 17% of the manager's regulatory AUM . Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist.
