STARBOARD VALUE LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 156943
- Registered since
- April 21, 2011
- Website
- www.starboardvalue.com
- Custodians
- THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles66.89%
- State / Municipal Government22.84%
- Sovereign Wealth Funds7.46%
- Pension & Profit Sharing Plans2.82%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Starboard Value LP is structured as a limited partnership operating as a hedge fund that serves institutional clients. The adviser has been SEC-registered since 2011 and identifies its owner type as a mix of domestic entity and individual ownership. Its commercial model combines asset-based and performance-linked fees and the firm also performs CPO/CTA activities. Advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions. Starboard Value acts in sponsor and general partner capacities for pooled vehicles and reports it is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Derivatives34%
- Non-Investment Grade Corp Bonds1%
Owners & executives
2 of 2LORELEI MARTIN
Chief Compliance OfficerCRD 2697689
KENNETH MARLIN
Partner and Chief Financial OfficerCRD 4866385
Contacts
3 of 3PETER FELD
Managing MemberCRD 4818013
JEFFREY SMITH
Managing MemberCRD 2540248
LINDSEY CARA
General CounselCRD 5356382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$394M in ETFs
100%
$394M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $394M | 5,830,656 | 100.00% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 777 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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