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VALUEACT CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · CRD 154249 · IAPD ↗ · valueact.com · 415-362-3700

$11.28BRegulatory AUM
12Advisory reps
31Employees
0Clients
n/aPlanning clients
6Private funds
2States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — VALUEACT CAPITAL MANAGEMENT, L.P. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — VALUEACT CAPITAL MANAGEMENT, L.P. shrank from 17 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.