Provided by Convergence Inc.
Institutional intelligence for the asset management industry

VALUEACT CAPITAL GROUP

Business and Investment Profile

The VALUEACT CAPITAL GROUP is a privately held investment adviser that advises $11.28Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. VALUEACT CAPITAL GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 16.11% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 16.01 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1 LETTERMAN DRIVE, BUILDING D 4TH FLOOR, SAN FRANCISCO, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 31 employees comprised of 12 investment and 19 non-investment staff. The total number of Employees decreased by 20.51% over the last 5-years.

Asset Profile

Their $11.28Bn in assets advised are owned by 22 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $11.28Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 3 Prime Brokers, 8 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

VALUEACT CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: VALUEACT CAPITAL GROUP

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Valueact Capital Group, Valueact Capital Management, Valueact
Generated 2026-09-12T06:48:04.6608861.  © 2026 Convergence.