Antipodean Advisors LLC (New York)

Antipodean Advisors LLC is a large advisory firm based in New York. It manages $208.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010.

Antipodean Advisors 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.

Antipodean Advisors: assets under management

The assets under management (AUM) of Antipodean Advisors LLC is $208.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $208.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Antipodean Advisors 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 Antipodean Advisors serves?

The only and largest group of clients of Antipodean Advisors is pooled investment vehicles with 1 clients and $208.43 million of assets under management. Among the 9 most similar advisory firms, Antipodean Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $208.43 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Antipodean Advisors also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Antipodean Advisors LLC

The company employs 4 people that are either part- or full-time employees. 50 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
Eric Eu Wei Chen	Managing member (adviser)	1 Jan 2009	Other	4249344
Kevin Michael Johnson	Chief financial officer (adviser)	1 Apr 2009	Other	5843488
Eric Eu Wei Chen 2009 Grantor Retained Annuity Trust	Trust	1 Jun 2009	50% - 75%	xxx-xx-xxxx
Salvatore Rocco Faia	Chief compliance officer	1 Dec 2012	Other	4372361
Chen 2012 Dynasty Trust	Trust (adviser)	1 May 2013	75% - 100%	xxx-xx-xxxx
Charles Daniel Martin	Chief compliance officer	1 Jul 2017	Other	5578493

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Eric Eu Wei Chen	Trustee	1 Jun 2009	75% - 100%	4249344
Eric Eu Wei Chen	Trustee	1 May 2013	75% - 100%	4249344

Based in New York

The principal office where Antipodean Advisors LLC performs its advisory services is located at 295 Madison Avenue, New York, NY 10017, 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 212-339-5202 or by fax 866-795-0999. The normal business hours are 9 am - 5 pm on Monday - Friday.