Iridian Asset Management LLC

Iridian Asset Management LLC (CRD# 104550) is a financial advisory firm headquartered in Westport, CT. They manage $16,528,577,072 in 210 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,529
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $78,707,510
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DC, DE, FL, IL, MA, MD, MI, NJ, NY, OH, PA, TX, VA, VT

Financial Advisors at Iridian Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lane S. Bucklan
CRD#: 2519156
276 Post Road West, Westport, CT 06880
93
Wealthminder
score

Lane Bucklan (CRD# 2519156) is an Investment Advisor Representative working at Iridian Asset Management LLC in Westport, CT and has over 23 years of experience in the finance industry.

2
David L. Cohen
CRD#: 1045245
276 Post Road West, Westport, CT 06880
87
Wealthminder
score

David Cohen (CRD# 1045245) is an Investment Advisor Representative working at Iridian Asset Management LLC in Westport, CT and has 1 year of experience in the finance industry.

3
Harold J. Levy
CRD#: 824877
276 Post Road West, Westport, CT 06880
87
Wealthminder
score

Harold Levy (CRD# 824877) is an Investment Advisor Representative working at Iridian Asset Management LLC in Westport, CT and has 1 year of experience in the finance industry.

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