Iridian Asset Management LLC

RIASEC Registered
Total AUM
$280M
Discretionary
$280M
100% of AUM
Avg account
$20M
Accounts
14
Employees
5
Advisory reps
3

Firm details

Headquarters
,
CRD number
104550
Registered since
December 5, 1995
Custodians
CIBC WORLD MARKETS CORP., BNY MELLON PRIVATE WEALTH, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles58.72%
  • HNWI29.54%
  • Corporations / Businesses8.83%
  • Other2.91%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Iridian Asset Management LLC is a SEC-registered investment adviser (since 1995) that operates as a limited liability company and is classified as a hedge fund manager. The firm serves both individual/family and institutional clients and provides portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts. Fee arrangements include a percentage-of-AUM component and performance-based fees, and the firm also operates as a CPO/CTA and participates as sponsor, general partner, or managing member of pooled investment vehicles. Iridian describes itself as an active ESG investor.

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 98%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • Non-Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Todd Raker

    Managing DirectorCRD 2651603

  • Eric Stone

    Managing DirectorCRD 3251987

  • Paul Wolt

    Director of OperationsCRD 3177724

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth