Hedge Fund - Fir Tree

Jeffrey Tannenbaum Bio, Returns, AUM, Net Worth

Established in 1994, Fir Tree Partners is a prominent private investment firm headquartered in New York. The firm's global investment scope encompasses public and private companies, real estate, and sovereign debt. Fir Tree Partners caters to a diverse client base, including endowments, foundations, pension funds, and sovereign wealth funds.

Jeffrey Tannenbaum founded Fir Tree Partners, a global private investment firm, in 1994 after starting his career as an analyst for Jerome Kohlberg at Kohlberg & Co. He has chaired numerous public and private company boards and founded sPower LLC, the largest private solar utility in the U.S. Tannenbaum also founded Titan Grove, focused on mission-driven businesses promoting sustainable capitalism. Through Fir Tree Philanthropies (FTP), Tannenbaum emphasizes domestic job creation and sustainable capitalism via public policy, finance, and entrepreneurship. FTP organized the first bipartisan symposium on reducing foreign oil dependence and hosts a Scientist in Residence program. Tannenbaum launched PACENation.org to innovate energy efficiency financing. Tannenbaum holds a JD-MBA from NYU and graduated summa cum laude and Phi Beta Kappa from Tulane University. He teaches global investing at Cambridge University, having studied at the London School of Economics and the Chinese University of Hong Kong.

Fir Tree Capital Management is a hedge fund managing discretionary assets totaling $1,975,924,644, as reported in their Form ADV dated April 2024. The firm serves 15 clients and reported $414,053,369 in managed 13F securities for Q1 2024, with a notable top 10 holdings concentration of 62.2%. FIR Tree Capital Management's largest holding is Invesco S&P 500 Equal Weight ETF, with 746,700 shares held.

Jeffrey Tannenbaum
Fund Profile
Filing Period:
Fund Name: Fir Tree
Manager Jeffrey Tannenbaum
Portfolio Value $414,053,369
Change This QTR +0.68%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1.
Invesco Exchange Traded Fd TCALLCALL
746,700 $126,468,579 +78% 30.54%
2. IEF 430,600 $46,900,952 -3% 11.32%
3. AAP 350,000 $29,781,500 NEW 7.19%
4. SIX 625,000 $16,450,000 +190% 3.97%
5. KBR 137,176 $8,732,624 NEW 2.1%
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