# VALUEACT CAPITAL MANAGEMENT, L.P.

VALUEACT CAPITAL MANAGEMENT, L.P. of SAN FRANCISCO, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 154249
- Type: SEC-registered investment adviser
- SEC file number: 801-71658
- Location: 1 LETTERMAN DRIVE, BUILDING D, 4TH FLOOR, SAN FRANCISCO, CA, 94129
- Phone: 415-362-3700
- Latest filing: 2026-03-30
- Regulatory AUM: $11.3B
- Discretionary AUM: $11.3B
- Clients: 31
- Accounts: 18

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| [Singer Eric](https://search.stillhousedata.com/person/596009) | CHIEF OPERATING OFFICER; ELECTED MEMBER OF THE MANAGEMENT BOARD; MEMBER OF THE MANAGEMENT BOARD (+1 more) | Norcross, GA |
| [Garrison Mason Morfit](https://search.stillhousedata.com/person/712759) | CO-CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; MEMBER OF THE MANAGEMENT BOARD | — |
| [Christopher Scott Allen](https://search.stillhousedata.com/person/712760) | CHIEF FINANCIAL OFFICER | — |
| [Jason Benjamin Breeding](https://search.stillhousedata.com/person/712761) | CHIEF OPERATING OFFICER/GENERAL COUNSEL; GENERAL COUNSEL | — |
| [Briana Jane Zelaya](https://search.stillhousedata.com/person/712762) | MEMBER OF THE MANAGEMENT BOARD; VICE PRESIDENT | — |
| [Sonia M Muscatine](https://search.stillhousedata.com/person/712763) | CHIEF COMPLIANCE OFFICER | — |
| [David Robert Hale](https://search.stillhousedata.com/person/712764) | CO-CHIEF EXECUTIVE OFFICER; MEMBER OF THE MANAGEMENT BOARD | — |
| [ALLEN BRIAN SCOTT](https://search.stillhousedata.com/person/756163) | CHIEF FINANCIAL OFFICER | — |
| [HAMEL GEORGE FELIX](https://search.stillhousedata.com/person/795351) | CHIEF OPERATING OFFICER; ELECTED MEMBER OF THE MANAGEMENT BOARD | — |
| [UBBEN JEFFREY WILLIAMS](https://search.stillhousedata.com/person/795352) | CHAIRMAN; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER (+2 more) | — |
| [MORFIT GARRISON MASON](https://search.stillhousedata.com/person/795353) | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; CO-CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; ELECTED MEMBER OF THE MANAGEMENT BOARD (+5 more) | — |
| [SIU CHUCK WING](https://search.stillhousedata.com/person/795354) | CHIEF FINANCIAL OFFICER | — |
| [BENNINGTON ALLISON ASCHER](https://search.stillhousedata.com/person/795355) | CHIEF LEGAL OFFICER; GENERAL COUNSEL; GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| [BREEDING JASON BENJAMIN](https://search.stillhousedata.com/person/814244) | GENERAL COUNSEL | — |
| [KENNEDY DOROTHEA WALSH](https://search.stillhousedata.com/person/830767) | CHIEF COMPLIANCE OFFICER | — |
| [BOZE BRANDON BRIDGES](https://search.stillhousedata.com/person/846653) | ELECTED MEMBER OF THE MANAGEMENT BOARD; MEMBER OF THE MANAGEMENT BOARD; PRESIDENT (+1 more) | — |
| [ZELAYA BRIANA JANE](https://search.stillhousedata.com/person/871101) | MEMBER OF THE MANAGEMENT BOARD; VICE PRESIDENT | — |
| [MUSCATINE SONIA M](https://search.stillhousedata.com/person/877661) | CHIEF COMPLIANCE OFFICER | — |
| [HALE DAVID ROBERT](https://search.stillhousedata.com/person/877662) | CO-CHIEF EXECUTIVE OFFICER; MEMBER OF THE MANAGEMENT BOARD | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-04-04 | civil | THE DOJ ALLEGED THAT VAC VIOLATED THE NOTICE AND WAITING PERIOD REQUIREMENTS OF THE HSR ACT WITH RESPECT TO THE FUNDS' INVESTMENTS IN TWO PUBLICLY-TRADED COMPANIES, AND THAT VAC WAS NOT ELIGIBLE TO USE THE RELIED-UPON EXEMPTION TO THE NOTIFICATION REQUIREMENTS FOR THOSE ACQUISITIONS MADE "SOLELY FOR… | Final | $11.0M |


## Private funds (6)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| VALUEACT CAPITAL MASTER FUND, L.P. | Hedge Fund | British Virgin Islands | 244 | $9.0B | $5.0M |
| VALUEACT JAPAN MASTER FUND, L.P. | Hedge Fund | British Virgin Islands | 43 | $1.9B | $5.0M |
| VALUEACT STRATEGIC MASTER FUND V, L.P. | Hedge Fund | British Virgin Islands | 1 | $160.0M | $10.0M |
| VALUEACT STRATEGIC MASTER FUND III, L.P. | Hedge Fund | British Virgin Islands | 1 | $122.0M | $10.0M |
| VALUEACT STRATEGIC GLOBAL MASTER FUND, L.P. | Hedge Fund | British Virgin Islands | 1 | $102.8M | $50.0M |
| VALUEACT STRATEGIC MASTER FUND IV, L.P. | Hedge Fund | British Virgin Islands | 5 | $22.9M | $10.0M |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SANTA BARBARA | CA | 1 | 415-362-3700 |
| SANTA BARBARA | CA | 1 | 415-362-3700 |


## Fund service providers (1)

- administrator: INTERNATIONAL FUND SERVICES (N.A.) LLC — 6 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154249/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154249/similar
- Related entities: https://search.stillhousedata.com/firm/154249/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154249

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.