Saddle Point Management, L.P.
● SEC registered since 2025CRD 329856SEC# 801-134147New York, NY
Ranks #3,202 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$857.2M
Fund GAV
$857.2M
Private funds
2
Employees
5
Accounts
2
Location
New York, NY
About Saddle Point Management
Saddle Point Management is an investment advisory firm combining concentrated value investing with shareholder engagement. It runs core equity long/short portfolios and opportunistic SPVs aimed at compounding returns while limiting permanent capital loss.
Summary based on the firm’s website.
Saddle Point Management, L.P. assets under management
Saddle Point Management, L.P. is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It reports $857.2 million in regulatory assets under management and employs 5 people. Saddle Point Management, L.P. manages 2 private funds with combined gross assets of $857.2 million, including Maxima Fund IV, L.P. By regulatory assets, it ranks 3,202 of 5,980 private fund managers.
Saddle Point Management, L.P. private funds
2 funds · $857.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Maxima Fund IV, L.P. | Hedge | $850.4M | $25M |
| Optima Value Holdings, L.P. - Diversified | Hedge | $6.8M | $1M |
Saddle Point Management, L.P. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Arthur Oro-Hahn Control | Partner | Under 5% | 2020 |
| Roy Jacob Katzovicz Control | Chief Executive Officer | Over 75% | 2018 |
| Saddle Point Management GP, LLC Control | General Partner | Under 5% | 2018 |
| Suzanne Brett Curl Control | General Counsel And Chief Compliance Officer | Under 5% | 2018 |
| Roy Jacob Katzovicz Control | Managing Member | Over 75% | 2018 |
Frequently asked questions
How much does Saddle Point Management, L.P. manage?
Saddle Point Management, L.P. reports $857.2 million in regulatory assets under management on its Form ADV.
How many private funds does Saddle Point Management, L.P. manage?
Saddle Point Management, L.P. manages 2 private funds with combined gross assets of $857.2 million.
How many employees does Saddle Point Management, L.P. have?
Saddle Point Management, L.P. reports 5 employees.
Where is Saddle Point Management, L.P. located?
Saddle Point Management, L.P. is based in New York, NY and has been SEC-registered since 2025.
Does Saddle Point Management, L.P. disclose fund performance?
Saddle Point Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1325 Avenue of the Americas, Suite 2103, New York, NY 10019 |
| Phone | 212-951-1223 |
| Office hours | 8:30a.m.-6:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1755368 |
| Discloses disciplinary history | No |
Regulatory AUM
$857.2M▲ 12809%
Jul '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,389 advisers
AUM vs fund managersTop 54%
Larger than 46% of 5,980 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$857.2Mregulatory AUM
Discretionary $857.2M
Service providers
Auditor
Prime broker
Custodian
Administrator