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IRIDIAN ASSET MANAGEMENT LLC
CRD 104550File 801-50661
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$280.2M
Below cohort median (national)
Discretionary AUM
$280.2M
Clients
12
14 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 5, 1995
- Principal office
- Not reported
- Phone
- 203-341-7800
- Website
- HTTP://WWW.IRIDIAN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $280.2M
- Discretionary AUM
- $280.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14
- Non-discretionary accounts
- 0
- Total accounts
- 14
- AUM per client
- $23.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $24.7M |
| High net worth individuals | 7 | $82.8M |
| Pooled investment vehicles | 4 | $164.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 14 | 12 | decreased by2 |
| Apr 1, 2026 | Employees | 9 | 5 | decreased by4 |
| Apr 1, 2026 | Clients | 20 | 14 | decreased by6 |
| Apr 1, 2026 | AUM | $366,873,060 | $280,161,820 | decreased by$86,711,240 |
| Apr 1, 2026 | Accounts | 20 | 14 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 9 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 20 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,698,287,827 | $366,873,060 | decreased by$1,331,414,767 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 20 | decreased by19 |
| Apr 1, 2022 | Employees | 41 | 20 | decreased by21 |
| Apr 1, 2022 | Clients | 76 | 29 | decreased by47 |
| Apr 1, 2022 | AUM | $5,633,603,201 | $1,698,287,827 | decreased by$3,935,315,374 |
| Apr 1, 2022 | Accounts | 89 | 39 | decreased by50 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IRIDIAN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IRIDIAN ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.