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Iridian Asset Management LLC
SEC-regulated
Registered investment advisor
Iridian Asset Management LLC is an investment adviser specializing in the active management of mid-cap U.S. equity long-only portfolios. The firm was established on November 8, 1995, and registered with the SEC on December 5, 1995. Iridian's investment philosophy focuses on investing in companies undergoing "corporate change" to tap into opportunities before they are fully recognized by the market. The firm offers discretionary investment management services to various types of clients, including high net worth individuals, foundations, endowments, and pension plans.
For separately managed accounts, Iridian charges a fee based on a percentage of assets under management, with negotiable fees and account minimums in certain circumstances. The firm also acts as an investment adviser to various funds, charging fees based on a percentage of assets under management. Iridian may engage in performance-based fees for certain clients, with an emphasis on managing all client accounts invested in a particular strategy in the same manner to minimize conflicts of interest. Clients have investment discretion over their accounts, and Iridian provides proxy voting services for discretionary accounts. The firm has robust privacy measures in place to protect clients' personal information and complies with federal laws regarding the sharing of personal data.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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