JM IV, LP
JM IV, LP is a hedge fund organized in Delaware, United States and advised by Jana Partners Management, LP. Its adviser reported $288,411,506 in gross assets for the fund on Form ADV, filed Oct 22, 2024. It reported 3 beneficial owners. The filing does not set a minimum investment. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $288,411,506As reported on Form ADV
- Beneficial owners
- 3
- Minimum investment
- None set
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Hedge fund
- Domicile
- Delaware, United States
- Auditor
- KPMG LLP
- Administrator
- Hedgeserv (Cayman) LTD.
- Prime broker
- UBS Securities LLC
- Custodian
- UBS Securities LLC; Bank of America N.A.; The Bank of New York Mellon Corporation
- Adviser
- Jana Partners Management, LP · New York, NY · CRD 292832
- Reported on
- Oct 22, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about JM IV, LP
What is the minimum investment for JM IV, LP?
Its adviser's Form ADV, filed Oct 22, 2024, does not set a minimum investment for JM IV, LP. The offering documents may still require one.
Who can invest in JM IV, LP?
JM IV, LP is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is JM IV, LP?
Its adviser reported $288,411,506 in gross assets on Form ADV filed Oct 22, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages JM IV, LP?
JM IV, LP is advised by Jana Partners Management, LP, based in New York, NY.
Who are JM IV, LP's service providers?
Its Form ADV lists KPMG LLP as auditor and Hedgeserv (Cayman) LTD. as administrator.