SourcingSourcing

JAT CAPITAL MANAGEMENT LP

B58
CRD 311599·SEC 801-119981·GREENWICH, CT
AUM
$228.5M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$685K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JAT CAPITAL MANAGEMENT LP
CRD
311599
SEC file #
801-119981
EIN
852938452
DBA names
—

Economics

AUM
$228.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$420.1M → $228.5M▼ -46%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
5 advisors → 3 advisors▼ -40%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
jatcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THALER, JOHN, ANTHONY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
THALER, JOHN, ANTHONY
GLEASON, COREY, MICHAEL
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
ok
Rdap Domain
JATCAPITAL.COM
Rdap Domain Creation Date
2007-05-28T21:10:03Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001838266
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2020-12-30
Edgar Last Filing Date
2024-05-17
Edgar Form D Count
5
Edgar Form D Offerings
2024-05-172024-05-17 · 0001013594-24-000496
2023-05-192023-05-19 · 0001013594-23-000503
Edgar Former Names
Hampton Road Offshore Fund Ltd

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
WILLOW HOUSE, PO BOX 10008CRICKET SQUAREGEORGE TOWN, GRAND CAYMAN, E9, KY1-1001
Business
WILLOW HOUSE, PO BOX 10008CRICKET SQUAREGEORGE TOWN, GRAND CAYMAN, E9, KY1-1001
Edgar EIN
852938452
Edgar Recent Filings
D/A2024-05-17 · 0001013594-24-000496
D/A2023-05-19 · 0001013594-23-000503
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-05-28T21:10:03Z
Rdap Domain Last Changed
2026-04-28T07:16:34Z
Rdap Nameservers
Ns0.dnsmadeeasy.comNs1.dnsmadeeasy.comNs2.dnsmadeeasy.comNs3.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2780996
Trust Company Affiliate
No

People (2)

2
THALER, JOHN, ANTHONY
Direct Owner · 87.5%
2780996
GLEASON, COREY, MICHAEL
Executive Officer · 2.5%
7690518