SourcingSourcing

SARISSA CAPITAL MANAGEMENT LP

B53
CRD 167244·SEC 801-77926·GREENWICH, CT
AUM
$298.3M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$895K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SARISSA CAPITAL MANAGEMENT LP
CRD
167244
SEC file #
801-77926
EIN
462180059
DBA names
—

Economics

AUM
$298.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$643.9M → $298.3M▼ -54%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/sarissacap/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DENNER, ALEXANDER, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DENNER, ALEXANDER, JOHN
BONFIGLIO, PATRICE, EADON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001575277
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2013-04-29
Edgar Last Filing Date
2025-07-16
Edgar Form D Count
13
Edgar Form D Offerings
2025-07-162025-07-16 · 0001575277-25-000002
2024-05-102024-05-10 · 0001575277-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley22
Northern Trust8
E*trade4
Edgar Addresses
Mailing
500 WEST PUTNAM AVENUE, SUITE 400GREENWICH, CT 06830
Business
500 WEST PUTNAM AVENUE, SUITE 400GREENWICH, CT 06830
Edgar EIN
462180059
Edgar Recent Filings
D/A2025-07-16 · 0001575277-25-000002
D/A2024-05-10 · 0001575277-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2816357
Trust Company Affiliate
Yes

People (2)

2
DENNER, ALEXANDER, JOHN
Direct Owner · 87.5%
2816357
BONFIGLIO, PATRICE, EADON
Executive Officer · 2.5%
6316123