Palestra Capital Management LLC (New York)


Palestra Capital Management LLC is a large advisory firm based in New York. It manages $4.08 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

Palestra Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Palestra Capital Management: assets under management

The assets under management (AUM) of Palestra Capital Management LLC is $4.08 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2022% since the beginning of its operation, and $3.34 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $4.08 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.02 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Palestra Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Palestra Capital Management serves?

The only and largest group of clients of Palestra Capital Management is pooled investment vehicles with 4 clients and $4.08 billion of assets under management. Among the 10 most similar advisory firms, Palestra Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.08 billion for 4 clients. 50% of the firm’s clients are foreign persons or businesses.

Palestra Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Palestra Capital Management LLC

The company employs 16 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Andrew Jay Immerman Managing partner 1 Sep 2011 25% - 50% 2907580
Jeremy Nathaniel Schiffman Manging partner 1 Sep 2011 50% - 75% 2928239
John Anthony Rogers Chief financial officer/chief compliance officer 1 Nov 2011 Other 2153236
Andrew J Immerman 2013 Family Trust Member 1 Jan 2014 Other xxx-xx-xxxx
Harry Immerman Trustee 1 Jan 2014 Other 6469005
Harry Nmn Immerman Trustee 1 Jan 2014 Other 6469005
Palestra Management Lp Member 1 Mar 2016 75% - 100% 35-2421252
Gregory Jay Resnick Chief compliance officer and general counsel 1 Mar 2017 Other 6775893

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeremy Nathaniel Schiffman Limited partner 1 Mar 2016 50% - 75% 2928239
Andrew Jay Immerman Limited partner 1 Mar 2016 25% - 50% 2907580
Palestra Gp Llc General partner 1 Mar 2016 Other 81-1324827

Based in New York

The principal office where Palestra Capital Management LLC performs its advisory services is located at 888 7 Th Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-291-7480. The normal business hours are 8am to 6pm on Monday - Friday.