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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

JAT CAPITAL MANAGEMENT LP

CRD 311599

GREENWICH, CT

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:5a1d998a-86d1-5a79-9087-d4599dbd2fea

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 0
Observed: Nov 16, 2020 to Mar 31, 2026
13 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $228MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $228M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
SEC number: 801-119981
CIK: 1834438
CRD: 311599
Filings on the tape: 13
First filed: Nov 16, 2020
Latest filed: Mar 31, 2026
Organised: Limited Partnership, DE
Website: jatcapital.com

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
JAT CAPITAL MASTER FUND LP	Hedge Fund	$350M	Oct 28, 2024	38	Mar 31, 2021	reported	021-384853

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
GLEASON, COREY, MICHAEL	CHIEF FINANCIAL OFFICER	Na	yes	12/2022	Jan 26, 2023	Oct 28, 2024
JAT GP LLC	GENERAL PARTNER	Na	yes	07/2020	May 4, 2022	Oct 28, 2024
PALUMBO, KENNETH, FRANCIS	PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER	Na	yes	07/2020	Nov 16, 2020	Oct 28, 2024
THALER, JOHN, ANTHONY	MANAGING MEMBER	E	yes	07/2020	Nov 16, 2020	Oct 28, 2024
THALER, JOHN, ANTHONY	PORTFOLIO MANAGER, LIMITED PARTNER	E	yes	07/2020	Nov 16, 2020	Oct 28, 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
JAT CAPITAL GP LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bridgehampton	NY	United States	1	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$228M	$228M	5	3	1	n/a	n/a
2024	Mar 28, 2025	$1.2B	$1.2B	16	8	1	1	n/a
2023	Mar 28, 2024	$1.5B	$1.5B	14	8	1	1	$350M
2022	Mar 29, 2023	$901M	$901M	14	8	1	1	$224M
2021	Mar 30, 2022	$633M	$633M	12	7	0	1	$125M
2020	Mar 31, 2021	$420M	$420M	9	5	0	1	$61.1M

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	$228M	$1.2B	-80.8%	$901M	-36.7%	5	16	1	1

Relationships

Advises (1)

→ JAT CAPITAL MASTER FUND LPPrivate fundHedge Fund, IA
Mar 31, 2021 to presentfactForm ADV

Controls (4)

← THALER, JOHN, ANTHONYOwnerMANAGING MEMBER, ownership code E, individual
Nov 16, 2020 to Oct 28, 2024factForm ADV
← PALUMBO, KENNETH, FRANCISOwnerPRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 16, 2020 to Oct 28, 2024factForm ADV
← GLEASON, COREY, MICHAELOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 26, 2023 to Oct 28, 2024factForm ADV
← JAT GP LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
May 4, 2022 to Oct 28, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Jat Capital Management Lp reported RAUM $228.5M, down 81% from $1.2B (2025-10-09 to 2026-03-31)
Form ADVobserved 5 days ago
$-964M
Occurred
Mar 28, 2024
Regulatory AUM changed
Jat Capital Management Lp reported RAUM $1.5B, up 72% from $901.5M (2023-03-29 to 2024-03-28)
Form ADVobserved 5 days ago
$648M
Occurred
Mar 29, 2023
Regulatory AUM changed
Jat Capital Management Lp reported RAUM $901.5M, up 43% from $632.5M (2023-01-26 to 2023-03-29)
Form ADVobserved 5 days ago
$269M
Occurred
Jan 26, 2023
Control person joined
Michael Corey Gleason (Chief Financial Officer) appeared on Schedule A of Jat Capital Management Lp
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Jat Capital Management Lp reported RAUM $632.5M, up 51% from $420.1M (2021-03-31 to 2022-03-30)
Form ADVobserved 5 days ago
$212M
Occurred
Nov 16, 2020
First Form ADV filing
Hampton Road Capital Management Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a1d998a-86d1-5a79-9087-d4599dbd2fea
First observed: Nov 16, 2020
Last observed: Mar 31, 2026 5 months 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.

JAT CAPITAL MANAGEMENT LP

CRD 311599

GREENWICH, CT

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:5a1d998a-86d1-5a79-9087-d4599dbd2fea

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

JAT CAPITAL MASTER FUND LP

Hedge Fund

$350M

Oct 28, 2024

Mar 31, 2021

reported

021-384853

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GLEASON, COREY, MICHAEL

CHIEF FINANCIAL OFFICER

yes

12/2022

Jan 26, 2023

Oct 28, 2024

JAT GP LLC

GENERAL PARTNER

yes

07/2020

May 4, 2022

Oct 28, 2024

PALUMBO, KENNETH, FRANCIS

PRESIDENT, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER

yes

07/2020

Nov 16, 2020

Oct 28, 2024

THALER, JOHN, ANTHONY

MANAGING MEMBER

yes

07/2020

Nov 16, 2020

Oct 28, 2024

THALER, JOHN, ANTHONY

PORTFOLIO MANAGER, LIMITED PARTNER

yes

07/2020

Nov 16, 2020

Oct 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JAT CAPITAL GP LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bridgehampton

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$228M

n/a

2024

Mar 28, 2025

$1.2B

n/a

2023

Mar 28, 2024

$1.5B

$350M

2022

Mar 29, 2023

$901M

$224M

2021

Mar 30, 2022

$633M

$125M

2020

Mar 31, 2021

$420M

$61.1M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$228M

$1.2B

-80.8%

$901M

-36.7%