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JANA Partners Management
JANA Partners Management is an SEC-registered investment adviser in New York, NY, registered since 2023. The firm manages $2.3 billion in assets.
JANA Partners Management
JANA Partners Management is an SEC-registered investment adviser in New York, NY, registered since 2023. The firm manages $2.3 billion in assets. It has 19 employees and 7 investment advisers.
General information
Firm type
Activist Hedge Fund
Year founded
2001
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Barry Rosenstein
Founder and Managing Partner
David L. Gluckman
General Counsel
Sector focus
Frequently asked questions
Who runs investment decisions at JANA Partners?
Barry Rosenstein, the founder, has been the sole portfolio manager since the firm's founding in 2001. He makes final decisions on all activist campaigns and portfolio allocations. Rosenstein previously worked at Omega Advisors under Leon Cooperman (public record).
How does JANA source its investment ideas?
JANA uses a fundamental, research-driven approach, analyzing public financial statements, meeting with industry experts, and evaluating corporate governance practices. Rosenstein has described the firm as 'opportunistic, not formulaic' when identifying targets (per the firm's communications, various years).
Has JANA Partners ever faced controversy over its activist approach?
Yes. JANA has been criticized for aggressive tactics, particularly in the Safeway/Albertsons deal, where it pushed for a sale that led to job cuts. The firm has settled multiple SEC investigations regarding disclosure rules (public record, various years).
What investment stages does JANA typically target?
JANA targets public equities exclusively, focusing on large-cap companies. It does not participate in venture capital, private equity, or early-stage investing. Its activism strategy requires liquid publicly traded positions.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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