LEGION PARTNERS ASSET MANAGEMENT, LLC

https://www.linkedin.com/company/legion-partners-asset-management-llc • LOS ANGELES, CA • Investment Advisor • Activist Investor • Hedge Fund
Download 13F Summary
Create Email Alert

Subscription Required

Equal-WT
WhaleScore 2.0 ?

80

S&P 500
WhaleScore ?

Subscription Required

Original
WhaleScore ?

Legion Partners Asset Management is based out of Los Angeles. Legion Partners Asset Management is a hedge fund with 9 clients and discretionary assets under management (AUM) of $335,864,000 (Form ADV from 2023-03-24). Their last reported 13F filing for Q2 2023 included $342,102,862 in managed 13F securities and a top 10 holdings concentration of 92.3%. Legion Partners Asset Management's largest holding is OneSpan Inc with shares held of 3,476,631. Legion Partners Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 27 13F filings, 137 13D filings, 2 13G filings, and 8 Form 4 filings

06/30/2023

13F Activity

  • Market Value $342.103 Million
  • Prior Market Value $340.128 Million
  • New Purchases2 stocks
  • Additional Purchases3 stocks
  • Sold out of2 stocks
  • Reduced holdings in2 stocks
  • Top 10 Holdings % 92.31 %
  • Turnover % [1]:28.57%
  • Turnover Alt % [2]: 7.99 %
  • Time Held Top20:7.50 quarters
  • Time Held Top10:4.40 quarters
  • Time Held All:7.50 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2023

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for LEGION PARTNERS ASSET MANAGEMENT, LLC

Portfolio Analysis

Classifications:

Q2 2023:

Consistent Across Past 12 Quarters:
Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 0.0
% of top 20 holdings the same as top 20 most commonly held by all managers 0.0%
ALL HOLDINGS TOP-20 HOLDINGS
min max mean median min max mean median
Market Cap Premium subscription required
Time Held (# of quarters) Premium subscription required
Stock BETA (1-yr) Premium subscription required
Price/Earnings Premium subscription required
Dividend Yield Premium subscription required
Earnings Per Share Premium subscription required
Piotroski Score Premium subscription required
Book Value Per Share Premium subscription required
Price to Book Premium subscription required
Tangible Book Value Per Share Premium subscription required
Rev. Growth Premium subscription required
EPS Growth Premium subscription required
Current Ratio Premium subscription required
Quick Ratio Premium subscription required
Enterprise Value Premium subscription required
Debt to Equity Premium subscription required
Price to Sales Premium subscription required
Altman Z-Score Premium subscription required
Sector Allocation 0.588% (UTILITIES AND TELECOMMUNICATIONS) 38.476% (INFORMATION TECHNOLOGY) 14.286% 11.424% 0.588% (UTILITIES AND TELECOMMUNICATIONS) 38.476% (INFORMATION TECHNOLOGY) 14.286% 11.424%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14

Performance for Q2 2023: 23.73%
Performance Last 4 Quarters: 8.08%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Click to See Additional Filters

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

LEGION PARTNERS ASSET MANAGEMENT, LLC
Classified as Hedge Fund
12121 WILSHIRE BLVD SUITE 1240
LOS ANGELES CA    90025
Country: United States
Business Phone: 424-253-1774
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities:
Total Number of Clients: 9
Amount of client funds and securities by related persons: 335,864,000
Total Number of clients from related persons: 9
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

LEGION PARTNERS ASSET MANAGEMENT, LLC

ownership team - last updated 2023-03-24
Name Title Start Date Direct/Indirect % Ownership
KATZ, DAVID, ALAN CHIEF OPERATING OFFICER 01/01/2014 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2014-01-01
LEGION PARTNERS HOLDINGS, LLC MEMBER 04/01/2012 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER direct 2012-04-01
WHITE, RAYMOND, THEODORE PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
WHITE, RAYMOND, THEODORE MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
VIZI, BRADLEY, SCOTT MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVII United States 805-7146031857 Hedge Fund 732,000 50,000
LEGION PARTNERS, L.P. I United States 805-6403563444 Hedge Fund 294,806,000 3,000,000
LEGION PARTNERS, L.P. II United States 805-7738884682 Hedge Fund 25,906,000 50,000
LEGION PARTNERSHIP SPECIAL OPPORTUNITIES, L.P. I United States 805-9255014339 Hedge Fund 0 3,000,000
LEGION PARTNERS OFFSHORE I SP I Cayman Islands 805-6986877088 Hedge Fund 5,072,000 100,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XI United States 805-9112343643 Hedge Fund 1,259,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XIV United States 805-1746541231 Hedge Fund 2,469,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVI United States 805-1504100300 Hedge Fund 2,361,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVIII United States 805-9498727003 Hedge Fund 3,259,000 50,000

LEGION PARTNERS ASSET MANAGEMENT, LLC

ownership team - last updated 2022-11-03
Name Title Start Date Direct/Indirect % Ownership
KATZ, DAVID, ALAN CHIEF OPERATING OFFICER 01/01/2014 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2014-01-01
LEGION PARTNERS HOLDINGS, LLC MEMBER 04/01/2012 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER direct 2012-04-01
WHITE, RAYMOND, THEODORE PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
WHITE, RAYMOND, THEODORE MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
VIZI, BRADLEY, SCOTT MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVII United States 805-7146031857 Hedge Fund 2,568,000 50,000
LEGION PARTNERS, L.P. I United States 805-6403563444 Hedge Fund 444,971,000 3,000,000
LEGION PARTNERS, L.P. II United States 805-7738884682 Hedge Fund 34,805,000 50,000
LEGION PARTNERSHIP SPECIAL OPPORTUNITIES, L.P. I United States 805-9255014339 Hedge Fund 0 3,000,000
LEGION PARTNERS OFFSHORE I SP I Cayman Islands 805-6986877088 Hedge Fund 8,172,000 100,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XI United States 805-9112343643 Hedge Fund 3,536,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XIV United States 805-1746541231 Hedge Fund 5,166,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XV United States 805-9010615614 Hedge Fund 959,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVI United States 805-1504100300 Hedge Fund 5,309,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVIII United States 805-9498727003 Hedge Fund 3,549,000 50,000

LEGION PARTNERS ASSET MANAGEMENT, LLC

ownership team - last updated 2022-03-28
Name Title Start Date Direct/Indirect % Ownership
KATZ, DAVID, ALAN CHIEF OPERATING OFFICER 01/01/2014 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2014-01-01
LEGION PARTNERS HOLDINGS, LLC MEMBER 04/01/2012 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER direct 2012-04-01
WHITE, RAYMOND, THEODORE PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
WHITE, RAYMOND, THEODORE MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
VIZI, BRADLEY, SCOTT MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVII United States 805-7146031857 Hedge Fund 2,568,000 50,000
LEGION PARTNERS, L.P. I United States 805-6403563444 Hedge Fund 444,971,000 3,000,000
LEGION PARTNERS, L.P. II United States 805-7738884682 Hedge Fund 34,805,000 50,000
LEGION PARTNERSHIP SPECIAL OPPORTUNITIES, L.P. I United States 805-9255014339 Hedge Fund 0 3,000,000
LEGION PARTNERS OFFSHORE I SP I Cayman Islands 805-6986877088 Hedge Fund 8,172,000 100,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XI United States 805-9112343643 Hedge Fund 3,536,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XIV United States 805-1746541231 Hedge Fund 5,166,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XV United States 805-9010615614 Hedge Fund 959,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVI United States 805-1504100300 Hedge Fund 5,309,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XVIII United States 805-9498727003 Hedge Fund 3,549,000 50,000

LEGION PARTNERS ASSET MANAGEMENT, LLC

ownership team - last updated 2021-03-26
Name Title Start Date Direct/Indirect % Ownership
KATZ, DAVID, ALAN CHIEF OPERATING OFFICER 01/01/2014 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2014-01-01
LEGION PARTNERS HOLDINGS, LLC MEMBER 04/01/2012 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER direct 2012-04-01
WHITE, RAYMOND, THEODORE PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
WHITE, RAYMOND, THEODORE MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
VIZI, BRADLEY, SCOTT MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LEGION PARTNERSHIP SPECIAL OPPORTUNITIES, L.P. II United States 805-1201379646 Hedge Fund 4,848,000 50,000
LEGION PARTNERS, L.P. II United States 805-7738884682 Hedge Fund 21,812,000 50,000
LEGION PARTNERSHIP SPECIAL OPPORTUNITIES, L.P. I United States 805-9255014339 Hedge Fund 0 3,000,000
LEGION PARTNERS, L.P. I United States 805-6403563444 Hedge Fund 416,996,000 3,000,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XI United States 805-9112343643 Hedge Fund 5,244,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XIV United States 805-1746541231 Hedge Fund 2,982,000 50,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XV United States 805-9010615614 Hedge Fund 3,740,000 50,000

LEGION PARTNERS ASSET MANAGEMENT, LLC

ownership team - last updated 2020-04-03
Name Title Start Date Direct/Indirect % Ownership
KATZ, DAVID, ALAN CHIEF OPERATING OFFICER 01/01/2014 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2014-01-01
LEGION PARTNERS HOLDINGS, LLC MEMBER 04/01/2012 Direct 75% or more
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER direct 2012-04-01
WHITE, RAYMOND, THEODORE PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE 04/01/2012 Direct less than 5%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
WHITE, RAYMOND, THEODORE MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
KV SERVICES II LIMITED MANAGING DIRECTOR direct 2009-08-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2013-12-01
LEGION PARTNERS ASSET MANAGEMENT, LLC CEO, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
KV GFF SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KV GFF SERVICES LIMITED MANAGING DIRECTOR direct 2010-08-01
KVAM INTERNATIONAL II LTD. BOARD MEMBER direct 2011-06-01
KVAM INTERNATIONAL II LTD. MANAGING DIRECTOR direct 2009-09-01
KV SERVICES II LIMITED BOARD MEMBER direct 2011-06-01
KV SERVICES LIMITED CHIEF OPERATING OFFICER direct 2007-06-01
KVAM INTERNATIONAL LTD. MANAGING DIRECTOR direct 2009-07-01
KVAM INTERNATIONAL LTD. CHIEF OPERATING OFFICER/DIRECTOR direct 2007-08-01
SSP SERVICES LTD. MANAGING DIRECTOR direct 2009-07-01
SSP SERVICES LTD. CHIEF OPERATING OFFICER direct 2007-08-01
KNIGHT VINKE ASSET MANAGEMENT LLC BOARD MEMBER direct 2011-06-01
KNIGHT VINKE ASSET MANAGEMENT LLC MANAGING DIRECTOR direct 2009-07-01
KNIGHT VINKE ASSET MANAGEMENT LLC CHIEF OPERATING OFFICER, DIRECTOR direct 2007-06-01
KV SERVICES LIMITED BOARD MEMBER direct 2011-06-01
KIPER, CHRISTOPHER, SEAN MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01
VIZI, BRADLEY, SCOTT MEMBER LEGION PARTNERS HOLDINGS, LLC 04/01/2012 Indirect 25 - 50%
max of 20 shown
Fund Name Position direct/indirect start date end date
LEGION PARTNERS ASSET MANAGEMENT, LLC PORTFOLIO MANAGER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC PARTNER, MEMBER OF INVESTMENT AND MANAGEMENT COMMITTEE direct 2012-04-01
LEGION PARTNERS ASSET MANAGEMENT, LLC MEMBER indirect 2012-04-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
LEGION PARTNERS SPECIAL OPPROTUNITIES, LP XII United States 805-6401357852 Hedge Fund 25,800,000 50,000
LEGION PARTNERSHIP SPECIAL OPPORTUNITIES, L.P. II United States 805-1201379646 Hedge Fund 6,300,000 50,000
LEGION PARTNERS, L.P. II United States 805-7738884682 Hedge Fund 16,800,000 50,000
LEGION PARTNERSHIP SPECIAL OPPORTUNITIES, L.P. I United States 805-9255014339 Hedge Fund 0 3,000,000
LEGION PARTNERS, L.P. I United States 805-6403563444 Hedge Fund 337,300,000 3,000,000
LEGION PARTNERS SPECIAL OPPORTUNITIES, LP XI United States 805-9112343643 Hedge Fund 7,100,000 50,000

WhaleScore history for LEGION PARTNERS ASSET MANAGEMENT, LLC

You must have a subscription to view WhaleScore histories

WhaleWisdom Logo

Elevate your investments