Caligan Partners, Lp
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 8
- Avg AUM / client
- $162M
- Accounts
- 8
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.3B | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $243M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Caligan Partners Master Fund Lp master | Hedge Fund | Cayman Islands | $99.3M | 24 |
| Caligan Partners Cv Iv Lp | Hedge Fund | Cayman Islands | $98.0M | 13 |
| Caligan Partners Cv Vi Lp | Hedge Fund | Delaware | $36.0M | 25 |
| Caligan Partners Cv V Lp | Hedge Fund | Delaware | $9.6M | 9 |
| Caligan Partners Cv Vii Lp | Hedge Fund | Delaware | $0 | 0 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Johnson, David, Edward | Partner / Limited Partner | Aug 2017 (9y) | 75% or more | |
| Johnson, Sarah, Bates | Trustee | Aug 2017 (9y) | GP / trustee / elected manager of Johnson Investment Trust (indirect) | |
| Crowley, Tiffany | Chief Financial Officer/Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Laman, Robert, Thomas | Chief Operating Officer | Nov 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Johnson Investment Trust | Limited Partner | Aug 2017 | A | 10% – 25% |
| Caligan Partners Gp Llc | General Partner | Aug 2017 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $243M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Caligan Partners Master Fund Lp | Hedge Fund | $99.3M | $5.0M | 24 |
| Caligan Partners Cv Iv Lp | Hedge Fund | $98.0M | $50.0K | 13 |
| Caligan Partners Cv Vi Lp | Hedge Fund | $36.0M | $50.0K | 25 |
| Caligan Partners Cv V Lp | Hedge Fund | $9.6M | $50.0K | 9 |
| Caligan Partners Cv Vii Lp | Hedge Fund | $0 | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 1.65 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- J.P. Morgan $85.5M (25% of AUM) Sep 2024
- Jefferies Llc $9.2M (14% of AUM) Nov 2021
- Pershing $1.8M (6% of AUM) Jan 2020
- Interactive Brokers $1.2M (2% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗