Investment adviser · CRD 156943

STARBOARD VALUE LP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Sep 11, 2026

Regulatory AUM: $8.15B
Client accounts: 19
Employees: 44
Advisory professionals: 16

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	11	$5,452,465,072	66.9%
Government entities	Fewer than 5	$1,861,485,496	22.8%
Sovereign wealth & foreign institutions	Fewer than 5	$608,433,486	7.5%
Retirement plans	Fewer than 5	$229,475,213	2.8%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 2130482 · Sep 11, 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

6 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.

STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTDHedge Fund · Last reported Sep 11, 2026$4.15BGross asset value

Feeder funds

STARBOARD INTERMEDIATE FUND LP
STARBOARD VALUE AND OPPORTUNITY FUND LP
STARBOARD VALUE AND OPPORTUNITY FUND LTD

Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands

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

Custodian J.P. MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer HEUNGKUK SECURITIES SEOUL, Korea, South Related to adviser: No

Marketer ICAPITAL FINANCIAL SERVICES TORONTO, Canada Related to adviser: No

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Marketer TACTEX ASSET MANAGEMENT MONTREAL, Canada Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. WEEHAWKEN, New Jersey, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES 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: Yes

ERNST & YOUNG LTD.
PCAOB 1655

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK N.A.
LEI 7H6GLXDRUGQFU57RNE97

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY
CRD 149777 · SEC 801-70103

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-5269090890
Reported beneficial owners: 630
Minimum commitment: $1M
Form D file number: 021-116367
Form D file number: 021-116389

Form ADV 2130482 · Sep 11, 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.

STARBOARD X MASTER FUND LTDHedge Fund · Last reported Sep 11, 2026$1.31BGross asset value

Feeder funds

STARBOARD X CAYMAN FUND LP
STARBOARD X FUND LP
STARBOARD X INTERMEDIATE FUND LP
STARBOARD X OFFSHORE FUND LTD

Fund administrator MORGAN STANLEY FUND SERVICES (CAYMAN) LTD. DUBLIN, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LTD. GRAND CAYMAN, Cayman Islands

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

Custodian J.P. MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Marketer MORGAN STANLEY PURCHASE, New York, United States Related to adviser: No

Marketer TACTEX ASSET MANAGEMENT MONTREAL, Canada Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES 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: Yes

ERNST & YOUNG LTD.
PCAOB 1655

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK N.A.
LEI 7H6GLXDRUGQFU57RNE97

J.P. MORGAN SECURITIES LLC
SEC 8-35008

MORGAN STANLEY
CRD 149777 · SEC 801-70103

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-8052401020
Reported beneficial owners: 43
Minimum commitment: $1M

Form ADV 2130482 · Sep 11, 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.

STARBOARD VALUE AND OPPORTUNITY S LLCHedge Fund · Last reported Apr 27, 2012$206MGross asset value

Form D fundraising filings

STARBOARD VALUE & OPPORTUNITY S LLC

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP NEW YORK, New York, United States

Custodian THE BANK OF NEW YORK MELLON PITTSBURGH, Pennsylvania, United States Related to adviser: No

Prime broker BNP PARIBAS PRIME BROKERAGE, INC. 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

BNP PARIBAS PRIME BROKERAGE, INC.
CRD 24962 · SEC 8-40490

Fund details & source

Fund ID: 805-4205315809
Reported beneficial owners: 2
Minimum commitment: $125M
Form D file number: 021-159239

Form ADV 642933 · Apr 27, 2012 · 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.

STARBOARD LEADERS SELECT FUND LPHedge Fund · Last reported Mar 29, 2024$24.4MGross asset value

Form D fundraising filings

Starboard Leaders Select Fund LP

Feeder funds

STARBOARD LEADERS SELECT OFFSHORE FUND LP

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States

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

Custodian THE BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & 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

ERNST & YOUNG LLP
PCAOB 42

GOLDMAN SACHS & CO. LLC
SEC 8-129

THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-1613592769
Reported beneficial owners: 2
Minimum commitment: $50M
Form D file number: 021-247432

Form ADV 1836036 · Mar 29, 2024 · 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.

STARBOARD PARTNERS FUND LPHedge Fund · Last reported Jun 7, 2017$7.02MGross asset value

Form D fundraising filings

Starboard Partners Fund LP

Fund administrator CITCO FUND ADMINISTRATION (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States

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

Prime broker GOLDMAN SACHS & 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

GOLDMAN SACHS & CO. LLC
SEC 8-129

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

Fund details & source

Fund ID: 805-4473649148
Reported beneficial owners: 5
Minimum commitment: $1M
Form D file number: 021-223808

Form ADV 1120587 · Jun 7, 2017 · 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.

STARBOARD LEADERS FUND LPHedge Fund · Last reported Mar 29, 2024$3.83MGross asset value

Form D fundraising filings

STARBOARD LEADERS FUND LP

Feeder funds

STARBOARD LEADERS OFFSHORE FUND LP

Fund administrator CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LLP NEW YORK, New York, United States

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

Custodian J.P. MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States

Prime broker J.P. MORGAN SECURITIES 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

ERNST & YOUNG LLP
PCAOB 42

GOLDMAN SACHS & CO. LLC
SEC 8-129

J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

J.P. MORGAN SECURITIES LLC
SEC 8-35008

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Fund details & source

Fund ID: 805-8685510130
Reported beneficial owners: 10
Minimum commitment: $5M
Form D file number: 021-195751

Form ADV 1836036 · Mar 29, 2024 · 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: Sep 11, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

777 3RD AVENUE, 18TH FLOOR
NEW YORK, NY, 10017, United States

CRD 156943

Filing source

Form ADV 2130482 · Sep 11, 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.