Investment adviser · CRD 104550

IRIDIAN ASSET MANAGEMENT LLC

Investment adviser filing (IA)

· Form ADV filed Aug 12, 2026

Regulatory AUM: $280M
Client accounts: 14
Employees: 5
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	4	$164,504,183	58.7%
High-net-worth individuals	7	$82,753,905	29.5%
Corporations & businesses	Fewer than 5	$24,749,122	8.8%
Other clients	Fewer than 5	$8,154,610	2.9%

Filing source

Form ADV 2125521 · Aug 12, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

IRIDIAN PRIVATE BUSINESS VALUE EQUITY FUND, LPOther Private Fund · Last reported Aug 12, 2026$62MGross asset value

Form D fundraising filings

IRIDIAN PRIVATE BUSINESS VALUE EQUITY FUND LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

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

BDO USA, LLP
PCAOB 243

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-6301554523
Reported beneficial owners: 24
Minimum commitment: $1M
Form D file number: 021-121354

Form ADV 2125521 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRIDIAN WASABI FUND, LPHedge Fund · Last reported Aug 12, 2026$57.1MGross asset value

Form D fundraising filings

IRIDIAN WASABI FUND, LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian CF SECURED, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker CF SECURED, LLC NEW YORK, New York, United States

Provider details

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

BDO USA, LLP
PCAOB 243

CF SECURED, LLC
SEC 8-69863

CF SECURED, LLC
CRD 285841 · SEC 8-69863

Fund details & source

Fund ID: 805-9774095010
Reported beneficial owners: 4
Minimum commitment: $1M
Form D file number: 021-325694

Form ADV 2125521 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRIDIAN EAGLE FUND, LPHedge Fund · Last reported Aug 12, 2026$26.6MGross asset value

Form D fundraising filings

Iridian Eagle Fund, LP

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian CF SECURED, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker CF SECURED, LLC NEW YORK, New York, United States

Provider details

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

BDO USA, LLP
PCAOB 243

CF SECURED, LLC
SEC 8-69863

CF SECURED, LLC
CRD 285841 · SEC 8-69863

Fund details & source

Fund ID: 805-6616476210
Reported beneficial owners: 50
Minimum commitment: $1M
Form D file number: 021-373439

Form ADV 2125521 · Aug 12, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRIDIAN CHARTER FUND, LPHedge Fund · Last reported Feb 1, 2022$59.8MGross asset value

Fund administrator SS&C TECHNOLOGIES, INC. WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No

Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States

Provider details

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

BDO USA, LLP
PCAOB 243

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source

Fund ID: 805-6216291182
Reported beneficial owners: 27
Minimum commitment: $1M
Form D file number: 021-92791

Form ADV 1597644 · Feb 1, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRIDIAN SMALL CAP EQUITY FUND, LPOther Private Fund · Last reported Jun 23, 2014$11.8MGross asset value

Form D fundraising filings

Iridian Small Cap Equity Fund, LP

Auditor FLACKMAN, GOODMAN & POTTER, PA RIDGEWOOD, New Jersey, United States

Custodian UNION BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-7353775727
Reported beneficial owners: 4
Minimum commitment: $500K
Form D file number: 021-141200

Form ADV 831013 · Jun 23, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRIDIAN CRESCO FUND, LPHedge Fund · Last reported May 18, 2015$4.53MGross asset value

Form D fundraising filings

IRIDIAN CRESCO FUND, LP

Auditor FLACKMAN, GOODMAN & POTTER, PA RIDGEWOOD, New Jersey, United States

Custodian MUFG UNION BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-8288332674
Reported beneficial owners: 3
Minimum commitment: $1M
Form D file number: 021-185224

Form ADV 919278 · May 18, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRIDIAN GLOBAL IMPACT FUND, LPOther Private Fund · Last reported Jul 2, 2025$1.43MGross asset value

Form D fundraising filings

Iridian Global Impact Fund LP

Auditor BDO USA, LLP NEW YORK, New York, United States

Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No

Provider details

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

BDO USA, LLP
PCAOB 243

INTERACTIVE BROKERS LLC
SEC 8-47257

Fund details & source

Fund ID: 805-1808444422
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-468593

Form ADV 2000352 · Jul 2, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 12, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 104550

Filing source

Form ADV 2125521 · Aug 12, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.