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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

IRIDIAN ASSET MANAGEMENT LLC

CRD 104550

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a290732-0d4d-db79-2f8e-82d9e5c7512c

Data as of Aug 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 13
On other graphs: 0
Observed: Feb 27, 2012 to Aug 12, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.3 fund_share=0.59 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $280MItem 5.F on the latest filing (2026-08-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $280M
Private client RAUM: $82.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 30%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 14
High net worth clients: 7
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $146M
SEC number: 801-50661
CIK: 1033427
CRD: 104550
Filings on the tape: 32
First filed: Feb 27, 2012
Latest filed: Aug 12, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
IRIDIAN PRIVATE BUSINESS VALUE EQUITY FUND, LP	Other Private Fund	$70.2M	Mar 20, 2024	24	Feb 27, 2012	reported	021-121354
IRIDIAN CHARTER FUND, LP	Hedge Fund	$59.8M	Feb 1, 2022	27	Feb 27, 2012	dropped	021-92791
IRIDIAN EAGLE FUND, LP	Hedge Fund	$57.9M	Mar 20, 2024	50	Mar 22, 2021	reported	021-373439
IRIDIAN WASABI FUND, LP	Hedge Fund	$26.7M	Mar 20, 2024	3	Mar 19, 2019	reported	021-325694
IRIDIAN SMALL CAP EQUITY FUND, LP	Other Private Fund	$11.8M	Jun 23, 2014	4	Feb 27, 2012	dropped	021-141200
IRIDIAN CRESCO FUND, LP	Hedge Fund	$4.5M	May 18, 2015	3	Mar 15, 2013	dropped	021-185224
IRIDIAN GLOBAL IMPACT FUND, LP	Other Private Fund	$1.6M	Mar 20, 2024	2	Mar 15, 2023	reported	021-468593
IRIDIAN RAVEN FUND LP	Hedge Fund	$0	Mar 15, 2023	0	Mar 23, 2022	reported	021-403638

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KARCUB LLC	MEMBER; MANAGER	F	yes	01/2022	Feb 1, 2022	Mar 20, 2024
KARCUB LLC	MEMBER; MANAGER	C	yes	01/2022	Feb 1, 2022	Mar 20, 2024
MORRIS, COLIN, JOHN	DIRECTOR OF MARKETING, EXECUTIVE COMMITTEE MEMBER	Na	yes	01/2022	Feb 1, 2022	Mar 20, 2024
RAKER, TODD, DUNKIN	MEMBER; MANAGER	E	yes	01/2022	Feb 1, 2022	Mar 20, 2024
RAKER, TODD, DUNKIN	CHIEF EXECUTIVE OFFICER, EXECUTIVE COMMITTEE MEMBER	Na	yes	01/2022	Feb 1, 2022	Mar 20, 2024
SCANLAN, RAYMOND, EDWARD	MANAGING DIRECTOR, EXECUTIVE COMMITTEE MEMBER	Na	yes	01/2022	Feb 1, 2022	Mar 20, 2024
STONE, ERIC, SHANE	MANAGING DIRECTOR, EXECUTIVE COMMITTEE MEMBER	Na	yes	01/2022	Feb 1, 2022	Mar 20, 2024
FOX, MARTHA, ELLEN	CHIEF COMPLIANCE OFFICER	Na	no	10/2022	Oct 12, 2022	Mar 20, 2024
IRIDIAN EMPLOYEE HOLDINGS LLC	Member	D	no	11/2012	Jan 15, 2013	Mar 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CET PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
COLE PARTNERS LLC	n/a	n/a	n/a	Y	yes	n/a
CORSTAN ASSOCIATES LLC	n/a	n/a	n/a	Y	yes	n/a
IRIDIAN VENTURES LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 23, 2026	$280M	$280M	5	3	0	3	n/a
2024	Apr 23, 2025	$367M	$367M	9	5	0	4	n/a
2023	Mar 19, 2024	$372M	$372M	11	5	0	4	$156M
2022	Mar 15, 2023	$896M	$896M	11	4	0	5	$248M
2021	Mar 23, 2022	$1.7B	$1.7B	20	4	1	4	$347M
2020	Mar 22, 2021	$5.6B	$5.6B	41	15	2	4	$519M
2019	Mar 25, 2020	$7.4B	$7.4B	42	15	2	3	$478M
2018	Mar 19, 2019	$8.8B	$8.8B	43	20	2	3	$480M
2017	Mar 23, 2018	$14B	$14B	44	21	2	2	$837M
2016	Mar 17, 2017	$14B	$14B	48	22	n/a	2	$669M
2015	Mar 18, 2016	$17B	$17B	45	19	n/a	2	$623M
2014	Mar 25, 2015	$15B	$15B	46	22	n/a	3	$497M
2013	Mar 17, 2014	$12B	$12B	41	22	n/a	4	$372M
2012	Mar 15, 2013	$8.1B	$8.1B	41	23	n/a	4	$263M
2011	Feb 27, 2012	$6.7B	$6.7B	n/a	n/a	n/a	3	$231M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$280M	$367M	-23.6%	$896M	-32.1%	5	9	0	0

Relationships

Advises (8)

→ IRIDIAN WASABI FUND, LPPrivate fundHedge Fund, IA
Mar 19, 2019 to presentfactForm ADV
→ IRIDIAN GLOBAL IMPACT FUND, LPPrivate fundOther Private Fund, IA
Mar 15, 2023 to presentfactForm ADV
→ IRIDIAN PRIVATE BUSINESS VALUE EQUITY FUND, LPPrivate fundOther Private Fund, IA
Feb 27, 2012 to presentfactForm ADV
→ IRIDIAN EAGLE FUND, LPPrivate fundHedge Fund, IA
Mar 22, 2021 to presentfactForm ADV
→ IRIDIAN RAVEN FUND LPPrivate fundHedge Fund, IA
Mar 23, 2022 to presentfactForm ADV
→ IRIDIAN CHARTER FUND, LPPrivate fundHedge Fund, IA, no longer reported
Feb 27, 2012 to Feb 1, 2022factForm ADV
→ IRIDIAN CRESCO FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 15, 2013 to May 18, 2015factForm ADV
→ IRIDIAN SMALL CAP EQUITY FUND, LPPrivate fundOther Private Fund, IA, no longer reported
Feb 27, 2012 to Jun 23, 2014factForm ADV

Owns (2)

← FOX, MARTHA, ELLENOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 12, 2022 to Mar 20, 2024factForm ADV
← IRIDIAN EMPLOYEE HOLDINGS LLCOwnerMEMBER, ownership code D, domestic entity
Jan 15, 2013 to Mar 20, 2024factForm ADV

Controls (5)

← SCANLAN, RAYMOND, EDWARDOwnerMANAGING DIRECTOR, EXECUTIVE COMMITTEE MEMBER, ownership code NA, individual
Feb 1, 2022 to Mar 20, 2024factForm ADV
← RAKER, TODD, DUNKINOwnerMEMBER; MANAGER, ownership code E, individual
Feb 1, 2022 to Mar 20, 2024factForm ADV
← STONE, ERIC, SHANEOwnerMANAGING DIRECTOR, EXECUTIVE COMMITTEE MEMBER, ownership code NA, individual
Feb 1, 2022 to Mar 20, 2024factForm ADV
← MORRIS, COLIN, JOHNOwnerDIRECTOR OF MARKETING, EXECUTIVE COMMITTEE MEMBER, ownership code NA, individual
Feb 1, 2022 to Mar 20, 2024factForm ADV
← KARCUB LLCOwnerMEMBER; MANAGER, ownership code F, domestic entity
Feb 1, 2022 to Mar 20, 2024factForm ADV

Registered with (1)

← LANE STEVEN BUCKLANAdvisorregistration: previous registration
Jun 2, 2003 to Oct 5, 2022factForm ADV

Dated events

Occurred
Mar 19, 2024
Regulatory AUM changed
Iridian Asset Management Llc reported RAUM $372.3M, down 58% from $895.7M (2023-03-15 to 2024-03-19)
Form ADVobserved 4 days ago
$-523M
Occurred
Mar 15, 2023
Regulatory AUM changed
Iridian Asset Management Llc reported RAUM $895.7M, down 47% from $1.7B (2022-10-12 to 2023-03-15)
Form ADVobserved 4 days ago
$-803M
Occurred
Oct 12, 2022
Control person left
Steven Lane Bucklan (Chief Operating Officer, General Counsel, Chief Compliance Officer, Executive Committee Member) no longer on Schedule A of Iridian Asset Management Llc (listed 2022-08-15, absent 2022-10-12)
Form ADVobserved 4 days ago
Occurred
Oct 5, 2022
Advisor changed firm
Lane Steven Bucklan left Iridian Asset Management Llc for Clinton Investment Management, Llc (registered 2023-11-03)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2022
Regulatory AUM changed
Iridian Asset Management Llc reported RAUM $1.7B, down 70% from $5.6B (2022-02-01 to 2022-03-23)
Form ADVobserved 4 days ago
$-3.9B
Occurred
Feb 1, 2022
Control person joined
Dunkin Todd Raker (Chief Executive Officer, Executive Committee Member) appeared on Schedule A of Iridian Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Feb 1, 2022
Control person joined
John Colin Morris (Director Of Marketing, Executive Committee Member) appeared on Schedule A of Iridian Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Feb 1, 2022
Control person joined
Edward Raymond Scanlan (Managing Director, Executive Committee Member) appeared on Schedule A of Iridian Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Feb 1, 2022
Control person joined
Shane Eric Stone (Managing Director, Executive Committee Member) appeared on Schedule A of Iridian Asset Management Llc
Form ADVobserved 4 days ago
Occurred
Feb 1, 2022
Control person left
Lawrence David Cohen (Co-Chief Executive Officer And Co-President) no longer on Schedule A of Iridian Asset Management Llc (listed 2021-03-29, absent 2022-02-01)
Form ADVobserved 4 days ago
Occurred
Feb 1, 2022
Control person left
Jay Harold Levy (Co-Chief Executive Officer And Co-President) no longer on Schedule A of Iridian Asset Management Llc (listed 2021-03-29, absent 2022-02-01)
Form ADVobserved 4 days ago
Occurred
Feb 1, 2022
Control person left
Mitchell Jeffrey Elliott (Chief Financial Officer, Chief Operating Officer And Secretary) no longer on Schedule A of Iridian Asset Management Llc (listed 2021-03-29, absent 2022-02-01)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2019
Regulatory AUM changed
Iridian Asset Management Llc reported RAUM $8.8B, down 39% from $14.5B (2018-03-23 to 2019-03-19)
Form ADVobserved 4 days ago
$-5.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a290732-0d4d-db79-2f8e-82d9e5c7512c
First observed: Feb 27, 2012
Last observed: Aug 12, 2026 38 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IRIDIAN ASSET MANAGEMENT LLC

CRD 104550

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a290732-0d4d-db79-2f8e-82d9e5c7512c

Data as of Aug 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

IRIDIAN PRIVATE BUSINESS VALUE EQUITY FUND, LP

Other Private Fund

$70.2M

Mar 20, 2024

Feb 27, 2012

reported

021-121354

IRIDIAN CHARTER FUND, LP

Hedge Fund

$59.8M

Feb 1, 2022

Feb 27, 2012

dropped

021-92791

IRIDIAN EAGLE FUND, LP

Hedge Fund

$57.9M

Mar 20, 2024

Mar 22, 2021

reported

021-373439

IRIDIAN WASABI FUND, LP

Hedge Fund

$26.7M

Mar 20, 2024

Mar 19, 2019

reported

021-325694

IRIDIAN SMALL CAP EQUITY FUND, LP

Other Private Fund

$11.8M

Jun 23, 2014

Feb 27, 2012

dropped

021-141200

IRIDIAN CRESCO FUND, LP

Hedge Fund

$4.5M

May 18, 2015

Mar 15, 2013

dropped

021-185224

IRIDIAN GLOBAL IMPACT FUND, LP

Other Private Fund

$1.6M

Mar 20, 2024

Mar 15, 2023

reported

021-468593

IRIDIAN RAVEN FUND LP

Hedge Fund

Mar 15, 2023

Mar 23, 2022

reported

021-403638

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KARCUB LLC

MEMBER; MANAGER

yes

01/2022

Feb 1, 2022

Mar 20, 2024

KARCUB LLC

MEMBER; MANAGER

yes

01/2022

Feb 1, 2022

Mar 20, 2024

MORRIS, COLIN, JOHN

DIRECTOR OF MARKETING, EXECUTIVE COMMITTEE MEMBER

yes

01/2022

Feb 1, 2022

Mar 20, 2024

RAKER, TODD, DUNKIN

MEMBER; MANAGER

yes

01/2022

Feb 1, 2022

Mar 20, 2024

RAKER, TODD, DUNKIN

CHIEF EXECUTIVE OFFICER, EXECUTIVE COMMITTEE MEMBER

yes

01/2022

Feb 1, 2022

Mar 20, 2024

SCANLAN, RAYMOND, EDWARD

MANAGING DIRECTOR, EXECUTIVE COMMITTEE MEMBER

yes

01/2022

Feb 1, 2022

Mar 20, 2024

STONE, ERIC, SHANE

MANAGING DIRECTOR, EXECUTIVE COMMITTEE MEMBER

yes

01/2022

Feb 1, 2022

Mar 20, 2024

FOX, MARTHA, ELLEN

CHIEF COMPLIANCE OFFICER

10/2022

Oct 12, 2022

Mar 20, 2024

IRIDIAN EMPLOYEE HOLDINGS LLC

Member

11/2012

Jan 15, 2013

Mar 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CET PARTNERS LLC

n/a

yes

n/a

COLE PARTNERS LLC

n/a

yes

n/a

CORSTAN ASSOCIATES LLC

n/a

yes

n/a

IRIDIAN VENTURES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 23, 2026

$280M

n/a

2024

Apr 23, 2025

$367M

n/a

2023

Mar 19, 2024

$372M

$156M

2022

Mar 15, 2023

$896M

$248M

2021

Mar 23, 2022

$1.7B

$347M

2020

Mar 22, 2021

$5.6B

$519M

2019

Mar 25, 2020

$7.4B

$478M

2018

Mar 19, 2019

$8.8B

$480M

2017

Mar 23, 2018

$14B

$837M

2016

Mar 17, 2017

$14B

n/a

$669M

2015

Mar 18, 2016

$17B

n/a

$623M

2014

Mar 25, 2015

$15B

n/a

$497M

2013

Mar 17, 2014

$12B

n/a

$372M

2012

Mar 15, 2013

$8.1B

n/a

$263M

2011

Feb 27, 2012

$6.7B

n/a

$231M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$280M

$367M

-23.6%

$896M

-32.1%