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STARBOARD VALUE LP
CRD 156943File 801-72256
APPROVED
Custody
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$8.15B
Top 10% of cohort (national)
Discretionary AUM
$8.15B
Clients
11
19 accounts
Employees
44
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 21, 2011
- Principal office
- 777 3RD AVENUE, 18TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-845-7977
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.15B
- Discretionary AUM
- $8.15B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 19
- Non-discretionary accounts
- 0
- Total accounts
- 19
- AUM per client
- $741.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $608.4M |
| Pooled investment vehicles | 11 | $5.45B |
| Pension and profit sharing plans | Fewer than 5 | $229.5M |
| State or municipal government entities | Fewer than 5 | $1.86B |
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
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 |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $9,048,127,752 | $8,151,859,267 | decreased by$896,268,485 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 44 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 11 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $9,200,190,463 | $9,048,127,752 | decreased by$152,062,711 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 20 | 19 | decreased by1 |
| Apr 1, 2022 | Employees | 37 | 39 | increased by2 |
| Apr 1, 2022 | AUM | $6,251,064,607 | $9,200,190,463 | increased by$2,949,125,856 |
| 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 “STARBOARD VALUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STARBOARD VALUE” 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.