Sachem Head Capital Management LP (New York)

Name: Sachem Head Capital Management LP
Address: 250 West 55 Th Street, New York, NY, 10019
Telephone: 212-714-3300

Sachem Head Capital Management LP is a large advisory firm based in New York. It manages $3.2 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2013.

Sachem Head Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sachem Head Capital Management: assets under management

The assets under management (AUM) of Sachem Head Capital Management LP is $3.2 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 291% since the beginning of its operation, and $1.82 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.2 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $533.95 million each.

Sachem Head Capital Management has custody of $3.2 billion in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sachem Head Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sachem Head Capital Management serves?

The only and largest group of clients of Sachem Head Capital Management is pooled investment vehicles with 6 clients and $3.2 billion of assets under management. Among the 10 most similar advisory firms, Sachem Head Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.2 billion for 6 clients. 67% of the firm’s clients are foreign persons or businesses.

Sachem Head Capital Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Sachem Head Capital Management LP

The company employs 17 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott David Ferguson	Managing partner and portfolio manager	1 Nov 2012	75% - 100%	6173318
Amit Nmi Malhotra	Chief operating officer, chief financial officer, and chief compliance officer	1 Nov 2012	Other	4782494
Uncas Gp Llc	General partner	1 Nov 2012	Other	46-1479171
Michael David Adamski	General counsel and chief compliance officer	1 Sep 2015	Other	5860170

Based in New York

The principal office where Sachem Head Capital Management LP performs its advisory services is located at 250 West 55 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-714-3300 or by fax 212-714-3301. The normal business hours are 8:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at sachemhead.com.