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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

VALUEACT CAPITAL MANAGEMENT, L.P.

CRD 154249

SAN FRANCISCO, CA

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:90bf769c-f53c-9348-d2be-d101080c455a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 9
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2026
30 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=true bd_reps=0.0
Regulatory AUM: $11BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $11B
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: 31
Advisory employees: 12
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 18
Private funds: 6Schedule D 7.B(1)
Custody, client assets: $11B
SEC number: 801-71658
CIK: 1351069
CRD: 154249
Filings on the tape: 30
First filed: Mar 30, 2012
Latest filed: Mar 30, 2026
Organised: Limited Partnership, DE
Website: valueact.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
VALUEACT CAPITAL MASTER FUND, L.P.	Hedge Fund	$8.7B	Mar 28, 2024	232	Mar 30, 2012	reported	021-100132
VALUEACT JAPAN MASTER FUND, L.P.	Hedge Fund	$868M	Mar 28, 2024	18	Mar 29, 2023	reported	021-467675
VALUEACT CAPITAL MASTER FUND B, L.P.	Hedge Fund	$273M	Mar 30, 2021	3	Mar 28, 2019	dropped	021-326922
VALUEACT STRATEGIC MASTER FUND, L.P.	Hedge Fund	$228M	Mar 28, 2024	7	Mar 30, 2021	reported	021-394053
VALUEACT CAPITAL INTERNATIONAL FUND A, L.P.	Hedge Fund	$79.8M	Nov 3, 2020	2	Feb 22, 2016	dropped	021-253935
VALUEACT STRATEGIC MASTER FUND II, L.P.	Hedge Fund	$76.6M	Mar 28, 2024	1	Mar 28, 2024	reported	021-394049
VALUEACT CO-INVEST MASTER FUND, L.P.	Hedge Fund	$49.4M	Nov 3, 2020	14	Mar 20, 2013	dropped	021-193360

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
ALLEN, CHRISTOPHER, SCOTT	CHIEF FINANCIAL OFFICER	Na	yes	07/2017	Jul 13, 2017	Mar 28, 2024
BREEDING, JASON, BENJAMIN	GENERAL COUNSEL	Na	yes	11/2018	Mar 28, 2019	Mar 28, 2024
HALE, DAVID, ROBERT	MEMBER OF THE MANAGEMENT BOARD	F	yes	08/2023	Jan 30, 2024	Mar 28, 2024
HALE, DAVID, ROBERT	CO-CHIEF EXECUTIVE OFFICER	Na	yes	08/2023	Jan 30, 2024	Mar 28, 2024
MORFIT, GARRISON, MASON	MEMBER OF THE MANAGEMENT BOARD	F	yes	11/2007	Mar 30, 2012	Mar 28, 2024
MORFIT, GARRISON, MASON	CO-CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER	Na	yes	11/2007	Mar 30, 2012	Mar 28, 2024
MUSCATINE, SONIA, M	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 30, 2024	Mar 28, 2024
VALUEACT CAPITAL MANAGEMENT, LLC	GENERAL PARTNER	Na	yes	01/2005	Mar 30, 2012	Mar 28, 2024
VALUEACT HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	11/2007	Mar 30, 2012	Mar 28, 2024
VALUEACT HOLDINGS II, L.P.	MANAGING MEMBER	E	yes	12/2018	Mar 28, 2019	Mar 28, 2024
VALUEACT HOLDINGS II, L.P.	LIMITED PARTNER	E	yes	12/2018	Mar 28, 2019	Mar 28, 2024
VALUEACT PARTNERSHIP GP, LLC	GENERAL PARTNER	F	yes	09/2021	Mar 30, 2022	Mar 28, 2024
VALUEACT PARTNERSHIP II, L.P.	LIMITED PARTNER	E	yes	12/2021	Mar 30, 2022	Mar 28, 2024
ZELAYA, BRIANA, JANE	VICE PRESIDENT	Na	yes	11/2007	Mar 30, 2022	Mar 28, 2024
ZELAYA, BRIANA, JANE	MEMBER OF THE MANAGEMENT BOARD	F	yes	01/2022	Mar 30, 2022	Mar 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
VA PARTNERS I, LLC	n/a	n/a	n/a	N	yes	n/a
VA PARTNERS III, LLC	n/a	n/a	n/a	N	yes	n/a
VA PARTNERS JAPAN, LLC	n/a	n/a	n/a	N	yes	n/a
VA PARTNERS STRATEGIC II, 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
SANTA BARBARA	CA	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 30, 2026	$11B	$11B	31	12	1	6	n/a
2024	Mar 21, 2025	$11B	$11B	30	11	2	4	n/a
2023	Mar 28, 2024	$9.8B	$9.8B	27	11	1	4	$9.8B
2022	Mar 29, 2023	$12B	$12B	42	17	1	3	$12B
2021	Mar 30, 2022	$13B	$13B	39	15	1	2	$13B
2020	Mar 30, 2021	$14B	$14B	39	15	0	3	$13B
2019	Mar 27, 2020	$12B	$12B	49	21	0	6	$12B
2018	Mar 28, 2019	$14B	$14B	48	20	0	5	$14B
2017	Mar 29, 2018	$16B	$16B	38	18	0	3	$16B
2016	Mar 30, 2017	$18B	$18B	34	15	n/a	3	$18B
2015	Mar 30, 2016	$17B	$17B	32	15	n/a	3	$17B
2014	Mar 31, 2015	$19B	$19B	30	14	n/a	2	$19B
2013	Mar 26, 2014	$16B	$16B	30	14	n/a	2	$15B
2012	Mar 20, 2013	$11B	$11B	26	12	n/a	2	$11B
2011	Mar 30, 2012	$6.6B	$6.6B	n/a	n/a	n/a	1	$6.6B

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	$11B	$11B	-0.7%	$12B	-2.0%	31	30	1	2

Relationships

Advises (7)

→ VALUEACT CAPITAL MASTER FUND, L.P.Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ VALUEACT STRATEGIC MASTER FUND, L.P.Private fundHedge Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ VALUEACT STRATEGIC MASTER FUND II, L.P.Private fundHedge Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ VALUEACT JAPAN MASTER FUND, L.P.Private fundHedge Fund, IA
Mar 29, 2023 to presentfactForm ADV
→ VALUEACT CAPITAL MASTER FUND B, L.P.Private fundHedge Fund, IA, no longer reported
Mar 28, 2019 to Mar 30, 2021factForm ADV
→ VALUEACT CO-INVEST MASTER FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 20, 2013 to Nov 3, 2020factForm ADV
→ VALUEACT CAPITAL INTERNATIONAL FUND A, L.P.Private fundHedge Fund, IA, no longer reported
Feb 22, 2016 to Nov 3, 2020factForm ADV

Affiliated with (1)

← VALUEACT SMALLCAP MANAGEMENT, L.P.Registered adviserother investment adviser, common control
factForm ADV

Controls (11)

← MORFIT, GARRISON, MASONOwnerMEMBER OF THE MANAGEMENT BOARD, ownership code F, individual
Mar 30, 2012 to Mar 28, 2024factForm ADV
← HALE, DAVID, ROBERTOwnerMEMBER OF THE MANAGEMENT BOARD, ownership code F, individual
Jan 30, 2024 to Mar 28, 2024factForm ADV
← BREEDING, JASON, BENJAMINOwnerGENERAL COUNSEL, ownership code NA, individual
Mar 28, 2019 to Mar 28, 2024factForm ADV
← ALLEN, CHRISTOPHER, SCOTTOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jul 13, 2017 to Mar 28, 2024factForm ADV
← ZELAYA, BRIANA, JANEOwnerMEMBER OF THE MANAGEMENT BOARD, ownership code F, individual
Mar 30, 2022 to Mar 28, 2024factForm ADV
← MUSCATINE, SONIA, MOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 30, 2024 to Mar 28, 2024factForm ADV
← VALUEACT CAPITAL MANAGEMENT, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 30, 2012 to Mar 28, 2024factForm ADV
← VALUEACT HOLDINGS GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 30, 2012 to Mar 28, 2024factForm ADV
← VALUEACT HOLDINGS II, L.P.OwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 28, 2019 to Mar 28, 2024factForm ADV
← VALUEACT PARTNERSHIP GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 30, 2022 to Mar 28, 2024factForm ADV
← VALUEACT PARTNERSHIP II, L.P.OwnerLIMITED PARTNER, ownership code E, domestic entity
Mar 30, 2022 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 28, 2024
Control person left
Bridges Brandon Boze (President) no longer on Schedule A of Valueact Capital Management, L.P. (listed 2024-01-30, absent 2024-03-28)
Form ADVobserved 4 days ago
Occurred
Jan 30, 2024
Control person left
Walsh Dorothea Kennedy (Chief Compliance Officer) no longer on Schedule A of Valueact Capital Management, L.P. (listed 2023-10-09, absent 2024-01-30)
Form ADVobserved 4 days ago
Occurred
Jan 30, 2024
Control person joined
M Sonia Muscatine (Chief Compliance Officer) appeared on Schedule A of Valueact Capital Management, L.P.
Form ADVobserved 4 days ago
Occurred
Jan 30, 2024
Control person joined
Robert David Hale (Co-Chief Executive Officer) appeared on Schedule A of Valueact Capital Management, L.P.
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Control person joined
Jane Briana Zelaya (Vice President) appeared on Schedule A of Valueact Capital Management, L.P.
Form ADVobserved 4 days ago
Occurred
Mar 30, 2022
Control person left
Eric Bradley Singer (Chief Operating Officer) no longer on Schedule A of Valueact Capital Management, L.P. (listed 2021-03-30, absent 2022-03-30)
Form ADVobserved 4 days ago
Occurred
Nov 3, 2020
Control person left
Williams Jeffrey Ubben (Chairman) no longer on Schedule A of Valueact Capital Management, L.P. (listed 2020-03-27, absent 2020-11-03)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Control person left
Ascher Allison Bennington (Chief Legal Officer) no longer on Schedule A of Valueact Capital Management, L.P. (listed 2018-08-17, absent 2019-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Control person joined
Benjamin Jason Breeding (General Counsel) appeared on Schedule A of Valueact Capital Management, L.P.
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90bf769c-f53c-9348-d2be-d101080c455a
First observed: Mar 30, 2012
Last observed: Mar 30, 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.

VALUEACT CAPITAL MANAGEMENT, L.P.

CRD 154249

SAN FRANCISCO, CA

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:90bf769c-f53c-9348-d2be-d101080c455a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VALUEACT CAPITAL MASTER FUND, L.P.

Hedge Fund

$8.7B

Mar 28, 2024

232

Mar 30, 2012

reported

021-100132

VALUEACT JAPAN MASTER FUND, L.P.

Hedge Fund

$868M

Mar 28, 2024

Mar 29, 2023

reported

021-467675

VALUEACT CAPITAL MASTER FUND B, L.P.

Hedge Fund

$273M

Mar 30, 2021

Mar 28, 2019

dropped

021-326922

VALUEACT STRATEGIC MASTER FUND, L.P.

Hedge Fund

$228M

Mar 28, 2024

Mar 30, 2021

reported

021-394053

VALUEACT CAPITAL INTERNATIONAL FUND A, L.P.

Hedge Fund

$79.8M

Nov 3, 2020

Feb 22, 2016

dropped

021-253935

VALUEACT STRATEGIC MASTER FUND II, L.P.

Hedge Fund

$76.6M

Mar 28, 2024

reported

021-394049

VALUEACT CO-INVEST MASTER FUND, L.P.

Hedge Fund

$49.4M

Nov 3, 2020

Mar 20, 2013

dropped

021-193360

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, CHRISTOPHER, SCOTT

CHIEF FINANCIAL OFFICER

yes

07/2017

Jul 13, 2017

Mar 28, 2024

BREEDING, JASON, BENJAMIN

GENERAL COUNSEL

yes

11/2018

Mar 28, 2019

Mar 28, 2024

HALE, DAVID, ROBERT

MEMBER OF THE MANAGEMENT BOARD

yes

08/2023

Jan 30, 2024

Mar 28, 2024

HALE, DAVID, ROBERT

CO-CHIEF EXECUTIVE OFFICER

yes

08/2023

Jan 30, 2024

Mar 28, 2024

MORFIT, GARRISON, MASON

MEMBER OF THE MANAGEMENT BOARD

yes

11/2007

Mar 30, 2012

Mar 28, 2024

MORFIT, GARRISON, MASON

CO-CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER

yes

11/2007

Mar 30, 2012

Mar 28, 2024

MUSCATINE, SONIA, M

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 30, 2024

Mar 28, 2024

VALUEACT CAPITAL MANAGEMENT, LLC

GENERAL PARTNER

yes

01/2005

Mar 30, 2012

Mar 28, 2024

VALUEACT HOLDINGS GP, LLC

GENERAL PARTNER

yes

11/2007

Mar 30, 2012

Mar 28, 2024

VALUEACT HOLDINGS II, L.P.

MANAGING MEMBER

yes

12/2018

Mar 28, 2019

Mar 28, 2024

VALUEACT HOLDINGS II, L.P.

LIMITED PARTNER

yes

12/2018

Mar 28, 2019

Mar 28, 2024

VALUEACT PARTNERSHIP GP, LLC

GENERAL PARTNER

yes

09/2021

Mar 30, 2022

Mar 28, 2024

VALUEACT PARTNERSHIP II, L.P.

LIMITED PARTNER

yes

12/2021

Mar 30, 2022

Mar 28, 2024

ZELAYA, BRIANA, JANE

VICE PRESIDENT

yes

11/2007

Mar 30, 2022

Mar 28, 2024

ZELAYA, BRIANA, JANE

MEMBER OF THE MANAGEMENT BOARD

yes

01/2022

Mar 30, 2022

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

VA PARTNERS I, LLC

n/a

yes

n/a

VA PARTNERS III, LLC

n/a

yes

n/a

VA PARTNERS JAPAN, LLC

n/a

yes

n/a

VA PARTNERS STRATEGIC II, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

SANTA BARBARA

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$11B

n/a

2024

Mar 21, 2025

$11B

n/a

2023

Mar 28, 2024

$9.8B

2022

Mar 29, 2023

$12B

2021

Mar 30, 2022

$13B

2020

Mar 30, 2021

$14B

$13B

2019

Mar 27, 2020

$12B

2018

Mar 28, 2019

$14B

2017

Mar 29, 2018

$16B

2016

Mar 30, 2017

$18B

n/a

$18B

2015

Mar 30, 2016

$17B

n/a

$17B

2014

Mar 31, 2015

$19B

n/a

$19B

2013

Mar 26, 2014

$16B

n/a

$15B

2012

Mar 20, 2013

$11B

n/a

$11B

2011

Mar 30, 2012

$6.6B

n/a

$6.6B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$11B

-0.7%

$12B

-2.0%