Investment adviser · CRD 281909

APPALOOSA LP

SHORT HILLS, NJ, United States · Form ADV filed Mar 23, 2023

Regulatory AUM
$13.8B
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
23
Reported in this filing
Advisory professionals
12
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$7.3B$14.6BFY 2021: $14,596,583,551.00FY 2021FY 2022: $13,794,100,984.00FY 2022

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$14,596,583,55123Mar 15, 2022
2022$13,794,100,98423Mar 23, 2023

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$13,794,100,984100.0%
Filing source

Form ADV 1720176 · Mar 23, 2023 · Item 5.D

Reported by APPALOOSA LP (CRD 281909).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

MORGAN STANLEY & CO. LLC

Custodian · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

2 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

AZTECA PARTNERS LLCHedge Fund$9.85BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C GLOBEOP FINANCIAL SERVICES HARRISON, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LLP NEW YORK, New York, United States Other funds reporting this name →
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

Fund details & source
Fund ID
805-2359530606
Reported beneficial owners
43
Minimum commitment
$0
Form D file number
021-303312

Form ADV 1720176 · Mar 23, 2023 · Schedule D 7.B.(1)

Reported by APPALOOSA LP (CRD 281909).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

PALOMINO MASTER LTD.Hedge Fund · Master$4.64BGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator SS&C GLOBEOP FINANCIAL SERVICES HARRISON, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG NEW YORK, New York, United States Other funds reporting this name →
Custodian CITIGROUP GLOBAL MARKETS INC. NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

ERNST & YOUNG
PCAOB 42

CITIGROUP GLOBAL MARKETS INC.
SEC 8-8177

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY & CO. LLC
SEC 8-15869

Fund details & source
Fund ID
805-8711768234
Reported beneficial owners
50
Minimum commitment
$5M
Form D file number
021-94945

Form ADV 1720176 · Mar 23, 2023 · Schedule D 7.B.(1)

Reported by APPALOOSA LP (CRD 281909).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 15, 2022 · previous imported filing

  • Regulatory AUM$14,596,583,551 → $13,794,100,984
Filing source

Form ADV 1720176 · Mar 23, 2023 · Items 1 & 5

Reported by APPALOOSA LP (CRD 281909).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$13.8B
Non-discretionary
$0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

51 JOHN F. KENNEDY PARKWAY, SECOND FLOOR
SHORT HILLS, NJ, 07078, United States

CRD 281909

Filing source

Form ADV 1720176 · Mar 23, 2023 · Items 1 & 5

Reported by APPALOOSA LP (CRD 281909).

Annual Updating Amendment for Registered Adviser · fiscal year 2022.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.