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Adviser Profile

As of Date 09/06/2024
Adviser Type - Large advisory firm
Number of Employees 45 12.50%
of those in investment advisory functions 21 10.53%
Registration SEC, Approved, 11/16/2011
AUM* 8,351,972,000 42.48%
of that, discretionary 8,351,972,000 42.48%
Private Fund GAV* 7,339,365,000 40.67%
Avg Account Size 347,998,833 42.48%
SMA’s Yes
Private Funds 8 1
Contact Info 239 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
11B 9B 8B 6B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count8 GAV$7,339,365,000

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker78462F103 Stock NameSPDR S&P 500 ETF TR (PUT) $ Position$1,363,271,100 % Position17.00% $ Change-1.00% # Change-4.00%
Stck Ticker912909108 Stock NameUNITED STATES STL CORP NEW $ Position$763,938,000 % Position10.00% $ Change12.00% # Change20.00%
Stck Ticker42809H107 Stock NameHESS CORP $ Position$646,137,600 % Position8.00% $ Change-7.00% # Change-4.00%
Stck Ticker912909108 Stock NameUNITED STATES STL CORP NEW (PUT) $ Position$511,883,820 % Position7.00% $ Change-31.00% # Change-26.00%
Stck Ticker097023105 Stock NameBOEING CO $ Position$458,028,165 % Position6.00% $ Change13.00% # Change20.00%
Stck Ticker29260Y109 Stock NameENDEAVOR GROUP HLDGS INC $ Position$356,796,000 % Position5.00% $ Change485.00% # Change457.00%
Stck Ticker48203R104 Stock NameJUNIPER NETWORKS INC $ Position$323,582,500 % Position4.00% $ Change-16.00% # Change-15.00%
Stck Ticker848574109 Stock NameSPIRIT AEROSYSTEMS HLDGS INC $ Position$296,355,920 % Position4.00% $ Change # Change
Stck Ticker443573100 Stock NameHUBSPOT INC $ Position$277,201,300 % Position4.00% $ Change # Change
Stck Ticker78462F103 Stock NameSPDR S&P 500 ETF TR $ Position$249,470,448 % Position3.00% $ Change10.00% # Change6.00%

Brochure Summary

Overview

Pentwater Capital Management LP (collectively with the Relying Advisers (as defined below), the “Adviser”, “Pentwater”, “we”, “us” or “our”) is a Delaware limited partnership with its principal place of business in Naples, Florida. Together with our affiliates, PWCM New York Inc. and Pentwater Capital Management Europe LLP (collectively, the “Relying Advisers”), which house our New York- and European-based operations, respectively, we serve as an investment adviser or trading manager to private investment funds (individually, a “Fund” and collectively, the “Funds”) and separately managed accounts (together, the Funds and separately managed accounts shall be referred to herein as “clients” or, individually, as a “client”). We provide discretionary investment management services to our clients. The Relying Advisers are registered with the SEC as relying advisers of Pentwater Capital Management LP under a single Form ADV filing. We were founded in 2007 and commenced investment advisory operations in that same year. Our principal owner and founder is Matthew C. Halbower. We also are owned by Halbower Holdings Inc., which serves as our general partner and is wholly owned and controlled by Mr. Halbower, and the Halbower Legacy Trust, (which is also a principal owner of the Adviser), and was established for the benefit of Mr. Halbower’s family and is controlled by two co‐trustees, Julie Halbower and Susan Halbower. The Relying Advisers are direct or indirect wholly owned subsidiaries of Pentwater Capital Management LP – please refer to Schedule R of the Adviser’s Form ADV Part 1A for additional information. The Funds we advise are private investment funds and are offered and sold to investors under exemptions from applicable securities laws. The Funds we advise are private investment fund structures commonly referred to as “master‐ feeder” structures and private funds.
• Pentwater Event Funds: o Pentwater Event Fund LLC o Pentwater Event Fund Ltd. o PWCM Master Fund Ltd.
• Pentwater Equity Opportunities Funds: o Pentwater Equity Opportunities Fund LLC o Pentwater Equity Opportunities Fund Ltd. o Pentwater Equity Opportunities Master Fund Ltd.
• Oceana Funds: o Oceana Fund LLC o Oceana Fund Ltd. o Oceana Master Fund Ltd.
• Pentwater Merger
Arbitrage Funds: o Pentwater Merger Arbitrage Fund LLC o Pentwater Merger Arbitrage Fund Ltd. o Pentwater Merger Arbitrage Master Fund Ltd.
• Pentwater Unconstrained Funds: o Pentwater Unconstrained Fund LLC o Pentwater Unconstrained Fund Ltd. o Pentwater Unconstrained Master Fund Ltd.
• Pentwater Credit Funds: o Pentwater Credit Fund LLC o Pentwater Credit Fund Ltd. o Pentwater Credit Master Fund Ltd. Restrictions on the type of investments and exposures that we will make in a particular Fund, which are set forth in the offering documents and organizational documents of the respective Funds (the “Offering Documents”) are implemented. In the absence of such restrictions in the Offering Documents for a Fund, we are free to invest the Fund’s assets in any type of securities, instruments, or other assets. The investment advice we provide to the Funds is dependent on the investment objectives of the respective Fund as set forth in the Fund’s governing documents. Such investment advice is not based upon the individual needs of the investors in the Funds. The information in this Brochure that describes or relates to the Funds is qualified in its entirety by the Offering Documents for the Funds. This Brochure is not a substitute for the Offering Documents and should not be treated as such. We also provide investment services from time to time to other types of investment vehicles including single investor hedge funds, commonly referred to as a fund of one. These investment vehicles are negotiated and tailored to the specific needs of the investor. Single investor vehicles may not be offered or available to all investors. We also provide investment services to clients through separately managed accounts. When providing investment services to separately managed accounts, we generally tailor our advisory services to the individual needs of such clients, including any specific guidelines or restrictions such client request. Please see Item 8 - “Methods of Analysis, Investment Strategies and Risk of Loss” for a more detailed discussion of our investment objective and strategies. As of December 31, 2023, we manage regulatory assets of $8,351,972,000 on a discretionary basis. We do not currently manage any client assets on a non-discretionary basis.