{"url":"https://nivawealth.com/firms/soroban-capital-partners-157360","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/157360","regulatoryAum":15674328237,"crd":"157360","secFileNumber":"801-73573","legalName":"Soroban Capital Partners LP","displayName":"Soroban Capital Partners","website":"https://sorobancap.com/","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"55 West 46th Street, 32nd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10036"},"tradeNames":[],"registration":{"secApproved":"21 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":39,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":15674328237,"discretionaryAccounts":10,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":54,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":10,"regulatoryAum":15674328237}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Soroban Capital Partners has custody of $11.63B for 10 clients.","otherCustodians":[],"leadership":[{"name":"Jani Holmborg","title":"Chief Compliance Officer","crd":"7223393"},{"name":"Scott Friedman","title":"Limited Partner, Head of Trading & Risk Management","crd":"4438191"},{"name":"Steven Johnson","title":"Head of Investor Relations","crd":"2424793"},{"name":"Steven Niditch","title":"General Counsel","crd":"5649504"},{"name":"Vito Tanzi","title":"COO & CFO","crd":"4643019"}],"ownership":[{"label":"Scott Friedman","detail":"Limited partner, head of trading & risk management in the 5% to 10% ownership band and a control person, since August 2010."},{"label":"Ewm1 LLC","detail":"Limited partner in the 75% or more ownership band and a control person, since December 2023. Also a member of Soroban Capital Partners GP LLC in the 75% or more band and a control person, since January 2015."},{"label":"Eric Mandelblatt","detail":"Indirect owner: a managing director of Ewm1 LLC in the 75% or more band and a control person, since October 2005.","parent":"Ewm1 LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"534 East Cooper Avenue","city":"Aspen"}]},{"state":"New York","offices":1,"addresses":[{"street":"55 West 46th Street, 32nd Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-314-1300","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":10},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/157360/PDF/157360.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Soroban Capital Partners have?","answer":"Soroban Capital Partners has 10 clients and manages $15.7 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Soroban Capital Partners offer?","answer":"Soroban Capital Partners provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Soroban Capital Partners have?","answer":"Soroban Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 39 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Soroban Capital Partners?","answer":"Soroban Capital Partners is owned through a holding company by Eric Mandelblatt. Its direct owners are Scott Friedman (5% to 10%) and Ewm1 LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Soroban Capital Partners get paid?","answer":"Soroban Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/soroban-capital-partners-157360/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1517857/000091957426005518/0000919574-26-005518-index.html","totalValue":47802407971,"positionCount":25,"top10Share":0.8950034543020322,"top10":[{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":22381200000,"shares":60000000,"shareType":"SH","putCall":"Call","priorValue":22210200000,"priorShares":60000000},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":11265800000,"shares":20000000,"shareType":"SH","putCall":"Call","priorValue":11442600000,"priorShares":20000000},{"issuer":"AMAZON COM 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}