Jat Capital Management Lp
- Regulatory AUM
- $228M
- Discretionary
- $228M
- Clients
- 2
- Avg AUM / client
- $114M
- Accounts
- 2
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $228M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $350M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Jat Capital Master Fund Lp master | Hedge Fund | Cayman Islands | $350M | 38 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Palumbo, Kenneth, Francis | President, Chief Operating Officer, Chief Compliance Officer | Jul 2020 (6y) | Less than 5% | |
| Thaler, John, Anthony | Portfolio Manager, Limited Partner | Jul 2020 (6y) | 75% or more | |
| Gleason, Corey, Michael | Chief Financial Officer | Dec 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jat Gp Llc | General Partner | Jul 2020 | A | Less than 5% |
Undisclosed: 0% – 25% 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 (1, $350M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Jat Capital Master Fund Lp | Hedge Fund | $350M | $5.0M | 38 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 947 KB | 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
Custody
Reported custodians
- Morgan Stanley $139M (12% of AUM) Oct 2025
- Jefferies Llc $79.0M (7% of AUM) Oct 2025
- Goldman Sachs $59.9M (5% of AUM) Oct 2025
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗