Hedge Fund - Skaana Management

Daniel C. Katzner Bio, Returns, AUM, Net Worth

Established in November 2020, Skaana Management is a New York-based hedge fund manager with a focus on a capital-restrained convertible investment strategy aimed at maximizing risk-adjusted returns. The firm manages Skaana Partners.

Daniel C. Katzner is the Managing Partner and Chief Investment Officer at Skaana Management LP. With over 30 years of investment experience and a continuous 19+ year track record in managing a convertible arbitrage portfolio, Katzner has extensive expertise in this area. Previously, he managed proprietary portfolios and institutional dealer desks for Tucker Anthony and Thomson McKinnon Securities. He holds a B.S.M. from Tulane University.

Skaana Management is a hedge fund with 1 client and discretionary assets under management (AUM) of $439,032,929 (Form ADV from 2024-03-28). Their last reported 13F filing for Q1 2024 included $5,026,225,070 in managed 13F securities and a top 10 holdings concentration of 68.03%. Skaana Management's largest holding is Chromcraft Revington Inc. with 156,000 shares.

Daniel C. Katzner
Fund Profile
Filing Period:
Fund Name: Skaana Management
Manager Daniel C. Katzner
Portfolio Value $389,329,311
Change This QTR +0.94%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. CNP 1,283,713 $50,886,383 -17% 13.07%
2.
Royal Caribbean GroupNOTE 6.000% 8/1
10,000,000 $46,320,000 -45% 11.89%
3.
Occidental Petroleum CorpWARRANT EXP 08/03/202
OXY 1,342,935 $36,997,859 +12018% 9.5%
4. MSTR 54,908 $15,902,455 +264% 4.08%
5. ASTS 637,800 $13,457,580 +3% 3.45%