Jana Partners

Read About Hedge Funds

Key Facts

Founded2001
Websitehttps://www.janapartners.com
HeadquartersNew York
Other OfficesSan Francisco
Employees54
AUM$8.5 billion
AUM as ofSeptember 29, 2017
StrategiesActivist
Clients23

Overview

Jana Partners is a hedge fund based in New York with offices in San Francisco. It was founded in 2001 by Barry Rosenstein. They hold $8.5 billion in assets under management as of September 29, 2017. Read their Plain English Brochure. A pioneer activist hedge fund involved in takeovers

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Jana Master Fund, Ltd. 3.568 hedge fund 5,000,000 798 15.0 27.0 Goldman Sachs & Co. LLC, JP Morgan, Merrill, UBS
Jana Nirvana Master Fund, L.P. 2.553 hedge fund 5,000,000 140 18.0 7.0 Goldman Sachs & Co. LLC, JP Morgan, Merrill, UBS
Jana Strategic Investment Fund I, LP 0.084 hedge fund 0 2 UBS
Jana Strategic Investment Fund II, LP 0.224 hedge fund 0 2 UBS
Jana Strategic Investment Fund III, LP 0.112 hedge fund 0 2 UBS
Jana Strategic Investment Fund V, LP 0.128 hedge fund 0 2 UBS
Jana Strategic Investment Fund VI, LP 0 hedge fund 0 2 UBS
Jana Strategic Investment Fund VII, LP 0.017 hedge fund 0 2 UBS
Jm IV, LP 0.229 hedge fund 0 3 UBS

Historical Performance

Returned approximately 27% annually since inceptionhttp://www.wallstreetactivist.com/barry_rosenstein/barry_rosenstein_founder__managing_partner_of_jana_partners_llc_20070412_35_119.html

Key People

NameTitlePositionOwnership
Gary ClaarNon-Managing Member Owner or Officer10 to 25%
David DidomenicoPartner And Co-Portfolio Manager Owner or Officer10 to 25%
John MckennaChief Compliance Officer Owner or OfficerNone
Nikhil MittalPartner Owner or Officer5 to 10%
Scott OstfeldPartner And Co-Portfolio Manager, Jana Strategic Investments Owner or Officer5 to 10%
Scott OstfeldDirect Owner Of Relying Adviser Owner or Officer5 to 10%
Charles PennerPartner And Chief Legal Officer Owner or Officer5 to 10%
Charles PennerDirect Owner Of Relying Adviser Owner or Officer5 to 10%
Barry RosensteinDirect Owner Of Relying Adviser Owner or Officer10 to 25%
Barry RosensteinManaging Partner And Co-Portfolio Manager Owner or Officer25 to 50%
Dominic VarrialleChief Financial Officer Owner or OfficerNone
Jay YoungChief Operating Officer Owner or OfficerNone

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