Investment adviser · CRD 292832
JANA PARTNERS MANAGEMENT, LP
NEW YORK, NY, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $2.29B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
How this adviser has changed
Annual filingsRegulatory assets under management
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.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2023 | $1,837,242,228 | 20 | Mar 21, 2024 |
| 2024 | $2,386,320,222 | 20 | Mar 27, 2025 |
| 2025 | $2,286,390,039 | 19 | Mar 27, 2026 |
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 8 | $2,286,390,039 | 100.0% |
Filing source
Form ADV 2069102 · Mar 27, 2026 · Item 5.D
Reported by JANA PARTNERS MANAGEMENT, LP (CRD 292832).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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.
Private funds & service providers
1 selected fund recordsLargest 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.
JANA SPECIAL SITUATIONS INVESTMENTS II, LLCHedge Fund$25.2MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
UBS SECURITIES LLC
SEC 8-22651
UBS SECURITIES LLC
CRD 7654 · SEC 8-22651
Fund details & source
- Fund ID
- 805-8287254122
- Reported beneficial owners
- 1
- Minimum commitment
- $0
Form ADV 2069102 · Mar 27, 2026 · Schedule D 7.B.(1)
Reported by JANA PARTNERS MANAGEMENT, LP (CRD 292832).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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 Feb 26, 2026 · previous imported filing
- Regulatory AUM$2,386,320,222 → $2,286,390,039
- Client accounts7 → 8
- Employees20 → 19
Filing source
Form ADV 2069102 · Mar 27, 2026 · Items 1 & 5
Reported by JANA PARTNERS MANAGEMENT, LP (CRD 292832).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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
- $2.29B
- Non-discretionary
- $0
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
888 SEVENTH AVENUE, 24TH FLOORNEW YORK, NY, 10106, United States
CRD 292832
Filing source
Form ADV 2069102 · Mar 27, 2026 · Items 1 & 5
Reported by JANA PARTNERS MANAGEMENT, LP (CRD 292832).
Annual Updating Amendment for Registered Adviser · fiscal year 2025.
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.