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JANA PARTNERS MANAGEMENT, LP

NEW YORK, NY · CRD 292832 · IAPD ↗ · 212-455-0900

$2.29BRegulatory AUM
7Advisory reps
19Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — JANA PARTNERS MANAGEMENT, LP reported RAUM up 30% ($1.84B -> $2.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
November 2024 — JANA PARTNERS MANAGEMENT, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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