Jana Partners Management, Lp
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 8
- Avg AUM / client
- $286M
- Accounts
- 8
- Employees
- 19
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 | $2.3B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jana Strategic Investments Benchmark Master Fund, L.P. master | Hedge Fund | Cayman Islands | $1.3B | 86 |
| Jm Iv, Lp | Hedge Fund | Delaware | $288M | 3 |
| Jana Special Situations Investments Llc | Hedge Fund | Delaware | $98.7M | 1 |
| Jana Strategic Investment Fund Ix, Lp | Hedge Fund | Delaware | $88.5M | 2 |
| Jana Strategic Investment Fund Viii, Lp | Hedge Fund | Delaware | $46.6M | 3 |
| Jana Special Situations Investments Ii, Llc | Hedge Fund | Delaware | $23.6M | 1 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rosenstein, Barry, Stuart | Founder & Executive Chairman | Limited Partner | Sep 2010 (16y) | 25% – 50% | |
| Ostfeld, Scott, David | Managing Partner | Limited Partner | Jan 2011 (16y) | 10% – 25% | |
| Young, Jay, Hyun | Chief Operating Officer | Jan 2016 (11y) | Less than 5% | |
| Galligan, Kevin, Garvey | Partner | Limited Partner | Dec 2017 (9y) | 10% – 25% | |
| Fanjiang, Jennifer | Partner, Chief Legal Officer & Chief Compliance Officer | Limited Partner | Jan 2021 (6y) | 5% – 10% | |
| Hunter, Ryan, Matthew | Chief Financial Officer | May 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cannae Holdings, Llc | Special Limited Partner | Feb 2024 | A | 10% – 25% |
| Cannae Holdings, Inc. | Member | Nov 2017 | B | ≈ 7.5% – 25% via Cannae Holdings, Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cannae Holdings, Inc.: 75% – 100% of Cannae Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
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 (6, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jana Strategic Investments Benchmark Master Fund, L.P. | Hedge Fund | $1.3B | $5.0M | 86 |
| Jm Iv, Lp | Hedge Fund | $288M | $0 | 3 |
| Jana Special Situations Investments Llc | Hedge Fund | $98.7M | $0 | 1 |
| Jana Strategic Investment Fund Ix, Lp | Hedge Fund | $88.5M | $0 | 2 |
| Jana Strategic Investment Fund Viii, Lp | Hedge Fund | $46.6M | $0 | 3 |
| Jana Special Situations Investments Ii, Llc | Hedge Fund | $23.6M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 2.26 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 pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗