JANA Strategic Investments Benchmark Fund, L.P.
JANA Strategic Investments Benchmark Fund, L.P. is a hedge fund based in New York, New York. According to its most recent Form D, filed May 29, 2026, the fund has sold $866,578,136 of interests to 98 investors since its first sale in Jan 2018. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jennifer Fanjiang; JANA Partners Capital, LLC; JANA Partners Management, LP.
Performance
No verified returns have been reported for this fund. As a rough guide, Jana Partners Management, LP, which manages it, disclosed U.S. stock holdings that returned an estimated +5.7% 2026 YTD through Jun 30 (S&P 500: +9.5%), based only on its public 13F filings. Over a longer period, Q3 2024 to Q2 2026, the estimate is +17.7% (S&P 500: +37.2%).
This estimate covers the firm's whole disclosed long U.S. stock portfolio. It is not this fund's return and excludes dividends, fees, shorts, derivatives, bonds, cash and trading within each quarter.
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- Total raised
- $866,578,136Cumulative sales reported on Form D
- Investors
- 98
- First sale
- Jan 19, 2018
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Jennifer Fanjiang; JANA Partners Capital, LLC; JANA Partners Management, LP
- Latest Form D
- May 29, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about JANA Strategic Investments Benchmark Fund, L.P.
What is the minimum investment for JANA Strategic Investments Benchmark Fund, L.P.?
JANA Strategic Investments Benchmark Fund, L.P.'s latest Form D, filed May 29, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in JANA Strategic Investments Benchmark Fund, L.P.?
JANA Strategic Investments Benchmark Fund, L.P. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has JANA Strategic Investments Benchmark Fund, L.P. raised?
JANA Strategic Investments Benchmark Fund, L.P. reports $866,578,136 sold from 98 investors on its Form D filed May 29, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is JANA Strategic Investments Benchmark Fund, L.P. based?
JANA Strategic Investments Benchmark Fund, L.P. is based in New York, New York and is managed by Jana Partners Management, LP.
When did JANA Strategic Investments Benchmark Fund, L.P. launch?
JANA Strategic Investments Benchmark Fund, L.P. reports its first sale in Jan 2018.
Size compared with every hedge fund
Raised more than 86% of the 2,544 hedge funds based in New York, and more than 88% of all 10,307 that report sales.