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CRD 153729
LA JOLLA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MAKAIRA OFFSHORE MASTER FUND LP | Hedge Fund | $478M | Nov 12, 2024 | 48 | Feb 14, 2012 | reported | 021-153111 |
| BBH WEALTH STRATEGIES, LLC - BBH MAKAIRA PARTNERS SERIES | Hedge Fund | $304M | Nov 12, 2024 | 669 | Nov 12, 2024 | reported | 021-452180 |
| MAKAIRA INVESTORS LP | Hedge Fund | $171M | Jan 31, 2018 | 31 | Feb 14, 2012 | dropped | 021-153110 |
| MAKAIRA INDICA, L.P. | Hedge Fund | $162M | Mar 29, 2019 | 1 | Mar 7, 2013 | dropped | 021-181316 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BANCROFT, THOMAS, MOORE | PARTNER, PM & CIO | D | yes | 11/2006 | Feb 14, 2012 | Nov 12, 2024 |
| GARCIA, ADAM, JOSEPH | PARTNER, CCO AND CFO | A | yes | 01/2016 | Mar 29, 2017 | Nov 12, 2024 |
| LEE, JOON, KU | PARTNER AND ANALYST | B | yes | 11/2006 | Feb 14, 2012 | Nov 12, 2024 |
| BRUNO, MATTHEW, SULLIVAN | PARTNER AND ANALYST | A | no | 01/2023 | Mar 22, 2024 | Nov 12, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $210M | $210M | 4 | 3 | 0 | 1 | n/a |
| 2024 | Mar 26, 2025 | $423M | $423M | 6 | 3 | 0 | 1 | n/a |
| 2023 | Mar 22, 2024 | $860M | $860M | 6 | 3 | 0 | 1 | $478M |
| 2022 | Mar 28, 2023 | $775M | $775M | 7 | 4 | 0 | 1 | $471M |
| 2021 | Mar 31, 2022 | $662M | $662M | 6 | 4 | 0 | 1 | $662M |
| 2020 | Mar 30, 2021 | $500M | $500M | 7 | 4 | 0 | 1 | $500M |
| 2019 | Mar 26, 2020 | $503M | $503M | 7 | 4 | 0 | 1 | $503M |
| 2018 | Mar 29, 2019 | $815M | $815M | 7 | 4 | 0 | 2 | $602M |
| 2017 | Jan 31, 2018 | $918M | $918M | 6 | 4 | 0 | 3 | $605M |
| 2016 | Mar 29, 2017 | $834M | $834M | 7 | 3 | n/a | 3 | $590M |
| 2015 | Mar 30, 2016 | $722M | $722M | 6 | 3 | n/a | 3 | $519M |
| 2014 | Mar 31, 2015 | $747M | $747M | 7 | 3 | n/a | 3 | $539M |
| 2013 | Mar 26, 2014 | $691M | $691M | 7 | 3 | n/a | 3 | $500M |
| 2012 | Mar 7, 2013 | $375M | $375M | 4 | 2 | n/a | 3 | $225M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $210M | $423M | -50.5% | $775M | -35.3% | 4 | 6 | 0 | 0 |