Altai Capital Management, L.P
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Learn more about Altai Capital Management, L.P
Overview
Altai Capital Management, L.P is a financial advisor firm located in Newport Beach, California. The company controls $118.7 million in total assets over five accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). The company has a small group, including 4 financial advisors. Altai Capital Management, L.P is not a registered broker-dealer, signifying that it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as stocks, bonds and options.
Altai Capital Management, L.P manages all of its accounts on a discretionary basis. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without requiring client consent. The firm's typical account size is $23.7 million. The average advisor at Altai Capital Management, L.P administers about one client account, placing it among the most individualized firms in the country.
The firm's headquarters is located at 4675 Macarthur Court, Newport Beach, California 92660.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Altai Capital Management, L.P by the Numbers
$118.7 million
5
5
$23.7 million
Fee Structure
Financial management fees usually are based on which services are offered. Fee types charged by the firm likely include the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Altai Capital Management, L.P.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to pooled investment vehicles. Out of its five customers, Altai Capital Management, L.P's largest client type by number of accounts is pooled investment vehicles. None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Altai Capital Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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