Investment adviser · CRD 167173

SACHEM HEAD CAPITAL MANAGEMENT LP

NEW YORK, NY, United States · Form ADV filed Mar 17, 2025

Regulatory AUM
$4.12B
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
10
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$3.11B$6.22BFY 2021: $6,216,173,411.00FY 2021FY 2022: $3,907,969,459.00FY 2022FY 2023: $3,394,779,267.00FY 2023FY 2024: $4,123,392,665.00FY 2024

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$6,216,173,41117Mar 21, 2022
2022$3,907,969,45917Mar 20, 2023
2023$3,394,779,26719Mar 18, 2024
2024$4,123,392,66518Mar 17, 2025

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 vehicles9$4,123,392,665100.0%
Filing source

Form ADV 1959802 · Mar 17, 2025 · Item 5.D

Reported by SACHEM HEAD CAPITAL MANAGEMENT LP (CRD 167173).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

ERNST & YOUNG LTD

Auditor · 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

4 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.

SACHEM HEAD LPHedge Fund$2.04BGross asset value

Form D fundraising filings

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

Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. C/O MORGAN STANLEY FUND SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, 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 GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian GOLDMAN SACHS BANK USA 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

GOLDMAN SACHS & CO. LLC
SEC 8-129

MORGAN STANLEY & CO. LLC
SEC 8-15869

Fund details & source
Fund ID
805-1445180349
Reported beneficial owners
117
Minimum commitment
$1M
Form D file number
021-199686

Form ADV 1959802 · Mar 17, 2025 · Schedule D 7.B.(1)

Reported by SACHEM HEAD CAPITAL MANAGEMENT LP (CRD 167173).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

SACHEM HEAD MASTER LPHedge Fund · Master$1.36BGross asset value

Form D fundraising filings

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

Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. C/O MORGAN STANLEY FUND SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor ERNST & YOUNG LTD. GEORGE TOWN, Cayman Islands 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 GOLDMAN SACHS BANK USA 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 LTD.
PCAOB 1655

GOLDMAN SACHS & CO. LLC
SEC 8-129

MORGAN STANLEY & CO. LLC
SEC 8-15869

Fund details & source
Fund ID
805-3613739973
Reported beneficial owners
111
Minimum commitment
$1M
Form D file number
021-201688

Form ADV 1959802 · Mar 17, 2025 · Schedule D 7.B.(1)

Reported by SACHEM HEAD CAPITAL MANAGEMENT LP (CRD 167173).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

SH STONY CREEK MASTER LTD.Hedge Fund · Master$717MGross asset value

Form D fundraising filings

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

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, 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 GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian GOLDMAN SACHS BANK USA 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 →
Custodian NORTHERN TRUST INTERNATIONAL BANK CORPORATION JERSEY CITY, New Jersey, 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

GOLDMAN SACHS & CO. LLC
SEC 8-129

MORGAN STANLEY & CO. LLC
SEC 8-15869

Fund details & source
Fund ID
805-3221297519
Reported beneficial owners
11
Minimum commitment
$1M
Form D file number
021-411630

Form ADV 1959802 · Mar 17, 2025 · Schedule D 7.B.(1)

Reported by SACHEM HEAD CAPITAL MANAGEMENT LP (CRD 167173).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.

SH OLD QUARRY MASTER LTD.Hedge Fund · Master$2.85MGross asset value

Form D fundraising filings

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

Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. C/O MORGAN STANLEY FUND SERVICES (IRELAND) LIMITED DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, 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 →
Auditor ERNST & YOUNG LTD GEORGE TOWN, Cayman Islands 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 GOLDMAN SACHS BANK USA 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

ERNST & YOUNG LTD
PCAOB 1655

GOLDMAN SACHS & CO. LLC
SEC 8-129

Fund details & source
Fund ID
805-3443904418
Reported beneficial owners
2
Minimum commitment
$1M
Form D file number
021-283271
Form D file number
021-283316

Form ADV 1959802 · Mar 17, 2025 · Schedule D 7.B.(1)

Reported by SACHEM HEAD CAPITAL MANAGEMENT LP (CRD 167173).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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 18, 2024 · previous imported filing

  • Regulatory AUM$3,394,779,267 → $4,123,392,665
  • Client accounts14 → 9
  • Employees19 → 18
Filing source

Form ADV 1959802 · Mar 17, 2025 · Items 1 & 5

Reported by SACHEM HEAD CAPITAL MANAGEMENT LP (CRD 167173).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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
$4.12B
Non-discretionary
$0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

250 WEST 55TH STREET, 34TH FLOOR
NEW YORK, NY, 10019, United States

CRD 167173

Filing source

Form ADV 1959802 · Mar 17, 2025 · Items 1 & 5

Reported by SACHEM HEAD CAPITAL MANAGEMENT LP (CRD 167173).

Annual Updating Amendment for Registered Adviser · fiscal year 2024.

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.