Firm profile

Jana Partners Management, LP

NEW YORK, NYCRD 292832Registration Status: ApprovedEffective since October 18, 2023SEC # 801-128907Latest ADV May 29, 2026

Jana Partners Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated May 29, 2026, reports $2.3B in regulatory assets under management, 19 employees, 2 offices, and 8 accounts.

Assets Under Management
$2.3B
Employees
19
Offices
2 offices
Total Clients
8

Associated firm names

1 name listed
  • JANA PARTNERS MANAGEMENT, LP

Leadership

3 roles identified
CCOJennifer Fanjiang
CFORyan M. Hunter
COOJay H. Young

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

NEW YORK, New York, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

New York

NEW YORKPrimary office

Florida

PALM BEACH

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.3Bas of May 29, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
8

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.3B
Total Accounts8
10Y AUM Change+$764M (+50.1%)

Private Funds

Private funds reported by Jana Partners Management, LP

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee0:1
10Y Employee Change-1 (-5.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
CANNAE HOLDINGS, LLCDirect owner · Schedule AInterest in JANA PARTNERS MANAGEMENT, LP
25% to < 50%
BARRY STUART ROSENSTEINDirect owner · Schedule AInterest in JANA PARTNERS MANAGEMENT, LP
10% to < 25%
SCOTT DAVID OSTFELDDirect owner · Schedule AInterest in JANA PARTNERS MANAGEMENT, LP
10% to < 25%
KEVIN GARVEY GALLIGANDirect owner · Schedule AInterest in JANA PARTNERS MANAGEMENT, LP
5% to < 10%
JENNIFER FANJIANGDirect owner · Schedule AInterest in JANA PARTNERS MANAGEMENT, LP
5% to < 10%
JANA PARTNERS MANAGEMENT GP, LLCDirect owner · Schedule AInterest in JANA PARTNERS MANAGEMENT, LP
< 5%
CANNAE HOLDINGS, INC.Indirect owner · Schedule BInterest in CANNAE HOLDINGS, LLC
75%+
CANNAE HOLDINGS, LLCIndirect owner · Schedule BInterest in JANA PARTNERS MANAGEMENT GP, LLC
50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Jana Partners Management, LP.

Reported ownership and control details

Form ADV · Filing date 2026-05-29 · Schedules A and B

14 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JANA PARTNERS MANAGEMENT GP, LLCGENERAL PARTNERDomestic entityJANA PARTNERS MANAGEMENT, LPLess than 5%Code NAYesGENERAL PARTNER09/2010Schedule APDF page 53
2BARRY STUART ROSENSTEINFOUNDER & EXECUTIVE CHAIRMAN | LIMITED PARTNERIndividualJANA PARTNERS MANAGEMENT, LP10% to less than 25%Code BYesFOUNDER & EXECUTIVE CHAIRMAN | LIMITED PARTNER09/2010Schedule APDF page 53
3SCOTT DAVID OSTFELDMANAGING PARTNER | LIMITED PARTNERIndividualJANA PARTNERS MANAGEMENT, LP10% to less than 25%Code BYesMANAGING PARTNER | LIMITED PARTNER01/2011Schedule APDF page 53
4KEVIN GARVEY GALLIGANPARTNER | LIMITED PARTNERIndividualJANA PARTNERS MANAGEMENT, LP5% to less than 10%Code AYesPARTNER | LIMITED PARTNER12/2017Schedule APDF page 53
5JENNIFER FANJIANGPARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | LIMITED PARTNERIndividualJANA PARTNERS MANAGEMENT, LP5% to less than 10%Code AYesPARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | LIMITED PARTNER01/2021Schedule APDF page 53
6JAY HYUN YOUNGCHIEF OPERATING OFFICERIndividualJANA PARTNERS MANAGEMENT, LPLess than 5%Code NANoCHIEF OPERATING OFFICER01/2016Schedule APDF page 53
7RYAN MATTHEW HUNTERCHIEF FINANCIAL OFFICERIndividualJANA PARTNERS MANAGEMENT, LPLess than 5%Code NANoCHIEF FINANCIAL OFFICER05/2021Schedule APDF page 53
8CANNAE HOLDINGS, LLCSPECIAL LIMITED PARTNERDomestic entityJANA PARTNERS MANAGEMENT, LP25% to less than 50%Code CYesSPECIAL LIMITED PARTNER02/2024Schedule APDF page 53
9BARRY STUART ROSENSTEINDIRECTORIndividualJANA PARTNERS MANAGEMENT GP, LLCPercentage not specifiedCode FYesDIRECTOR09/2025Schedule BPDF page 54
10SCOTT DAVID OSTFELDDIRECTORIndividualJANA PARTNERS MANAGEMENT GP, LLCPercentage not specifiedCode FYesDIRECTOR09/2025Schedule BPDF page 54
11CANNAE HOLDINGS, INC.MEMBERDomestic entityCANNAE HOLDINGS, LLC75% or moreCode EYesMEMBER11/2017Schedule BPDF page 54
12RYAN RICHARD CASWELLDIRECTORIndividualJANA PARTNERS MANAGEMENT GP, LLCPercentage not specifiedCode FYesDIRECTOR09/2025Schedule BPDF page 54
13MICHAEL LOUIS GRAVELLEDIRECTORIndividualJANA PARTNERS MANAGEMENT GP, LLCPercentage not specifiedCode FYesDIRECTOR09/2025Schedule BPDF page 54
14CANNAE HOLDINGS, LLCSPECIAL MEMBERDomestic entityJANA PARTNERS MANAGEMENT GP, LLC50% to less than 75%Code DYesSPECIAL MEMBER09/2025Schedule BPDF page 54

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/29/2026 4:20:22 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.