Altai Capital Management, L.P.

RIASEC RegisteredEst. 2009
Total AUM
$49.8M
Discretionary
$49.8M
100% of AUM
Avg account
$12.5M
Accounts
4
Employees
4
Advisory reps
2

Firm details

Headquarters
,
CRD number
151638
Registered since
September 30, 2009
Custodians
GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI77.47%
  • Pooled Investment Vehicles22.53%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Altai Capital Management, L.P. is a limited partnership registered with the SEC in 2009 that operates as a hedge fund and commodity pool/CTA operator. The firm serves primarily institutional clients while also providing portfolio management for individuals and small businesses and acting as an adviser to pooled investment vehicles. Its business model includes operating or sponsoring pooled vehicles (sponsor/GP roles) and offering fee structures that combine a percentage of assets under management, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not organized 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 73%, Cash & Cash Equivalents 27%73%
  • Exchange Traded Equities73%
  • Cash & Cash Equivalents27%

Owners & executives

2 of 2
  • Michael Scarola

    Michael Scarola

    Chief Operating OfficerCRD 5356066

  • Rishi Bajaj

    Rishi Bajaj

    President and Chief Investment OfficerCRD 4487688

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth