other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 17 21.43%
of those in investment advisory functions 9
Registration SEC, Approved, 3/30/2012
AUM* 3,825,564,528 -4.13%
of that, discretionary 3,825,564,528 -4.13%
Private Fund GAV* 2,984,407,111 -4.17%
Avg Account Size 382,556,453 -4.13%
SMA’s Yes
Private Funds 3
Contact Info 646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
4B 3B 3B 2B 2B 1B 570M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$2,984,407,111

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser RUBRIC CAPITAL MANAGEMENT LP Hedge Fund3.5b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.5b AUM4.1b #Funds2
Adviser SENVEST MANAGEMENT, LLC Hedge Fund3.6b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.6b AUM3.7b #Funds3
Adviser COPELAND CAPITAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.8b #Funds-
Adviser MFN PARTNERS MANAGEMENT, LP Hedge Fund7.1b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV7.1b AUM7.1b #Funds1
Adviser LMCG INVESTMENTS, LLC Hedge Fund1.7b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.7b AUM5.8b #Funds2
Adviser ELEMENTUM ADVISORS, LLC Hedge Fund2.2b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.2b AUM4.1b #Funds17
Adviser BRAVE WARRIOR ADVISORS, LLC Hedge Fund227.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV227.5m AUM5.2b #Funds4
Adviser SACHEM HEAD CAPITAL MANAGEMENT LP Hedge Fund3.4b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV3.4b AUM3.4b #Funds6
Adviser FUNDAMENTAL ADVISORS LP Hedge Fund4.0b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.0b AUM4.0b #Funds6
Adviser PALESTRA CAPITAL MANAGEMENT LLC Hedge Fund4.5b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.5b AUM4.5b #Funds2

Brochure Summary

Overview

The Adviser is an investment adviser organized as a limited liability company under the laws of the State of Delaware, with a principal place of business in New York, New York. The Adviser commenced operations as an investment adviser on February 1, 2012 and filed an initial application to register as an investment adviser with the SEC on February 14, 2012. Todd Kantor (the "Portfolio Manager") is the founder, principal owner and portfolio manager of the Adviser. The investment decision-making authority is principally vested with the Portfolio Manager. The Adviser serves as an investment manager and provides investment advisory services on a discretionary basis to private pooled investment vehicles (the "Funds") that are offered to investors satisfying the applicable eligibility and suitability requirements, either in private offerings within the United States or in offshore transactions. In addition, the Adviser also provides investment sub-advisory services (as “Sub-Adviser”) to institutional investors through sub-advised accounts (the "Sub-advised Accounts" and collectively with the "Funds", the "Client Accounts"). The Adviser's investment advisory services generally focus on advice related
to investments, both long and short, in the equity and equity-linked securities of companies in the United States and abroad in energy, alternate energy and related markets. The Adviser provides investment advice directly to the Client Accounts and not individually to investors in the Client Accounts (the "Investors"). The Adviser does not tailor advisory services to the individual needs of Investors. The Adviser generally does not permit Investors to impose restrictions on investing in certain securities or certain types of securities. The Adviser manages the assets of the Client Accounts in accordance with the terms of each Client Account's governing documents, which include, as applicable, any confidential explanatory or private placement memorandum, limited partnership agreement, memorandum and articles of association, investment management agreement, investment advisory agreement, sub-advisory agreement, sub-management agreement and other applicable governing documents (collectively, the "Governing Documents"). As of December 31, 2023, the Adviser managed approximately $3,825,564,528 regulatory assets under management, all of which are managed on a discretionary basis.