Valueact Capital Management, L.P.
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 154249
- Registered since
- August 2, 2010
- Website
- valueact.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Valueact Capital Management, L.P. is a hedge fund organized as a limited partnership and registered with the SEC in 2010. The firm serves institutional clients and primarily provides portfolio management for pooled investment vehicles. Its business model includes both a percentage-of-assets fee and performance-based fees. Valueact is not identified as an active ESG investor and does not operate as a multi-state adviser. The firm also functions as a sponsor and general partner of pooled vehicles and has CPO/CTA-type affiliations, indicating hands-on involvement in the funds it manages.
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
Owners & executives
3 of 4Sonia Muscatine
Chief Compliance OfficerCRD 7852278
David Hale
Co-ceoCRD 5154309

Garrison Morfit
CEOCRD 3149941
Contacts
2 of 2
Jason Breeding
General CounselCRD 6486264

Briana Zelaya
PartnerCRD 7504894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Letterman Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Perigon Wealth Management, LLC
RIASan Francisco, CA
Golden Gate Capital
RIASan Francisco, CA
137 Ventures Management, LLC
RIASan Francisco, CA
FTV Capital
RIASan Francisco, CA
Paradigm Operations LP
RIASan Francisco, CA
Gusto Investment Services, LLC
RIASan Francisco, CA