Iridian Asset Management Fees & Minimum

Overview

Total Firm Assets: $280 million
Average High-Net-Worth Client Portfolio Size: $11.8 million
Stated Minimum Account Size: $10,000,000

Fee Disclosure

Source: IRIDIAN ASSET MANAGEMENT LLC PART 2A BROCHURE (2026-08-12) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$50,000,000	1.00%
$50,000,001	$100,000,000	0.75%
$100,000,001	and above	0.55%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	Below minimum client size
$10 million	$100,000	1.00%
$50 million	$500,000	1.00%
$100 million	$875,000	0.88%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 29.54%
Number of High-Net-Worth Clients: 7
Total Client Accounts: 14
Discretionary Accounts: 14

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 104550

IRIDIAN ASSET MANAGEMENT LLC PART 2A BROCHURE (2026-08-12) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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Iridian Asset Management LLC