# Jana Partners Management, LP

> Jana Partners Management, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 292832
- Filed as: JANA PARTNERS MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292832
- AdvisorCensus page: https://advisorcensus.com/firm/jana-partners-management-lp-new-york-ny-292832

## Quick answers

**How is Jana Partners Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Jana Partners Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Jana Partners Management, LP located?**
Jana Partners Management, LP's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Jana Partners Management, LP registered with the SEC or a state?**
Jana Partners Management, LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 292832.

**How much does Jana Partners Management, LP manage?**
Jana Partners Management, LP reports $2,286,390,039 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**How have Jana Partners Management, LP's assets and staff changed since 2024?**
In the Form ADV data for Jana Partners Management, LP: Regulatory assets under management: $1,837,242,228 in the October 2024 data and $2,286,390,039 in the October 2026 data, up 24%. Total employees: 20 in October 2024 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Jana Partners Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Jana Partners Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292832

**What changed in Jana Partners Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $2,286,390,039
- Discretionary: $2,286,390,039
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $2,286,390,039 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (2 years)
- Employees: 19 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- janapartners.com
- Facebook @JANAPARTNERS
- LinkedIn @jana-partners
- X @JANAPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $1,837,242,228 | 20 | March 21, 2024 |
| October 2025 | $2,386,320,222 | 20 | March 27, 2025 |
| October 2026 | $2,286,390,039 | 19 | May 29, 2026 |

Regulatory assets under management: $1,837,242,228 in the October 2024 data and $2,286,390,039 in the October 2026 data, up 24%.
Total employees: 20 in October 2024 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jana Partners Management, LP (CRD 292832): Form ADV filing data as of October 2026.