DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Starboard Value LP
Latest filing Sep 11, 2026
First filing on the tape Jan 24, 2012 · 33 filings
SEC status approved since Apr 21, 2011
RAUM
$8.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
44
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$8.2B as of Mar 6, 2026
Jan 24, 2012$583M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 6, 2026
Jan 24, 20120 then
Employees (5.A)44 as of Mar 6, 2026
Feb 26, 201314 then
Private funds2 as of Mar 6, 2026
Jan 24, 20122 then
RAUM -9.9% over the last fiscal year+0.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $429MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 33%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -9.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.8B, 18 clientsreportedItem 9.A
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.5B67%
- State and municipal entities$1.9B23%
- Sovereign wealth funds$608M7.5%
- Pension and profit-sharing plans$229M2.8%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- n/areported
- Charitable clients
- 0reported
- Accounts
- 19reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.8B for 18 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.67 institutional_share=0.33 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Starboard Value And Opportunity Master Fund Ltd | Hedge Fund | $4.7B | 919 | Jan 24, 2012 |
| Starboard X Master Fund Ltd | Hedge Fund | $1.1B | 52 | Nov 4, 2020 |
| Starboard Value And Opportunity S LLCno longer reported | Hedge Fund | $206M | 2 | Jan 24, 2012 |
| Starboard Leaders Select Fund LP | Hedge Fund | $24.4M | 2 | Oct 26, 2015 |
| Starboard Partners Fund LPno longer reported | Hedge Fund | $7.0M | 5 | Nov 21, 2014 |
| Starboard Leaders Fund LP | Hedge Fund | $3.8M | 10 | Jun 25, 2013 |
Owners and control persons
Schedule A and B, latest filing
- Amery Lindsey Cara · General Counselcontrolsince 02/2024 · owns less than 5%
- Alexander Peter Feld · Portfolio Manager And Head Of Researchcontrolsince 03/2011 · owns less than 5%
- Rod Kenneth Marlin · Chief Financial Officercontrolsince 03/2011 · owns less than 5%
- B Lorelei Martin · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- Chad Jeffrey Smith · Chief Executive Officer And Chief Investment Officercontrolsince 03/2011 · owns less than 5%
- Alexander Peter Feld · Membercontrolsince 03/2011 · owns 50% to 75% of Starboard Principal Co Gp LLC
- Alexander Peter Feld · Limited Partnercontrolsince 03/2011 · owns 25% to 50% of Starboard Principal Co LP
- Chad Jeffrey Smith · Limited Partnercontrolsince 03/2011 · owns 25% to 50% of Starboard Principal Co LP
- Chad Jeffrey Smith · Membercontrolsince 03/2011 · owns 50% to 75% of Starboard Principal Co Gp LLC
Entity owners
- Starboard Principal Co LP · Limited Partnerdirect · owns 75% or more
- Starboard Value Gp LLC · General Partnerdirect · owns less than 5%
- Cowen Investment Management LLC · Memberindirect · owns 75% or more of Ramius V&O Holdings LLC
- Starboard Principal Co Gp LLC · General Partnerindirect · owns F of Starboard Principal Co LP
- Starboard Principal Co LP · Memberindirect · owns 75% or more of Starboard Value Gp LLC
- Toronto-Dominion Bank · Memberindirect · owns 75% or more of Cowen Investment Management LLC · public reporting company
- Ramius V&O Holdings LLC · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
- Fort Lauderdale, FL4 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 6, 2026 to Sep 11, 2026
- Private funds · 2 to unsetMar 6, 2026 to Sep 11, 2026
- Succession · false to unsetMar 6, 2026 to Sep 11, 2026
- Advisory employees · 17 to 16Feb 26, 2025 to Mar 6, 2026
- Assets in custody · $8.1B to $6.8BFeb 26, 2025 to Mar 6, 2026
- Discretionary RAUM · $9.0B to $8.2BFeb 26, 2025 to Mar 6, 2026
- Pension RAUM · $235M to $229MFeb 26, 2025 to Mar 6, 2026
- Pooled vehicle RAUM · $6.1B to $5.5BFeb 26, 2025 to Mar 6, 2026
- RAUM · $9.0B to $8.2BFeb 26, 2025 to Mar 6, 2026
- Accounts · 23 to 19Mar 29, 2024 to Feb 26, 2025
- Pooled vehicle clients · 15 to 11Mar 29, 2024 to Feb 26, 2025
- Assets in custody · $7.5B to $8.1BMar 29, 2024 to Feb 26, 2025
- Employees · 45 to 44Mar 29, 2024 to Feb 26, 2025
- Financial planning clients · unset to Mar 29, 2024 to Feb 26, 2025
- Private funds · 4 to 2Mar 29, 2024 to Feb 26, 2025
- Discretionary RAUM · $8.3B to $9.0BMar 29, 2024 to Feb 26, 2025
- Pension RAUM · $238M to $235MMar 29, 2024 to Feb 26, 2025
- Pooled vehicle RAUM · $5.8B to $6.1BMar 29, 2024 to Feb 26, 2025
- RAUM · $8.3B to $9.0BMar 29, 2024 to Feb 26, 2025
- Advisory employees · 16 to 17Mar 31, 2023 to Mar 29, 2024
- Corporate clients · 0.0 to unsetMar 31, 2023 to Mar 29, 2024
- Assets in custody · $7.3B to $7.5BMar 31, 2023 to Mar 29, 2024
- Employees · 41 to 45Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $8.0B to $8.3BMar 31, 2023 to Mar 29, 2024
- Pension RAUM · $218M to $238MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $5.4B to $5.8BMar 31, 2023 to Mar 29, 2024
- RAUM · $8.0B to $8.3BMar 31, 2023 to Mar 29, 2024
- Accounts · 20 to 23Mar 30, 2022 to Mar 31, 2023
- Advisory employees · 17 to 16Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 15Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $8.3B to $7.3BMar 30, 2022 to Mar 31, 2023
- Employees · 39 to 41Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $9.2B to $8.0BMar 30, 2022 to Mar 31, 2023
- Pension RAUM · $389M to $218MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $6.2B to $5.4BMar 30, 2022 to Mar 31, 2023
- RAUM · $9.2B to $8.0BMar 30, 2022 to Mar 31, 2023
- Advisory employees · 15 to 17Nov 8, 2021 to Mar 30, 2022
- Assets in custody · $5.4B to $8.3BNov 8, 2021 to Mar 30, 2022
- Employees · 37 to 39Nov 8, 2021 to Mar 30, 2022
- Discretionary RAUM · $6.3B to $9.2BNov 8, 2021 to Mar 30, 2022
Signals
3 dated events
- B Lorelei Martin (Chief Compliance Officer) appeared on Schedule A of Starboard Value LpMar 29, 2024 · Control person joined · fact
- Starboard Value Lp reported RAUM $9.2B, up 47% from $6.3B (2021-11-08 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Robert Mark Mitchell (Portfolio Manager And Head Of Risk Management And Trading) no longer on Schedule A of Starboard Value Lp (listed 2018-03-29, absent 2019-02-04)Feb 4, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- STARBOARDVALUE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212-845-7977reportedpublic record, Form ADV, Sep 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026