DDJ Capital Management is a fund manager in Waltham with $8.00 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43300754
SEC advisor number
801-55001
FINRA CRD number
108468
AUM ?
$8.00 bn
(as of 9 Feb 22)
Accounts
45
(as of 9 Feb 22)
Employees
52
(18 investment advisory or research)
Address
DDJ Capital Management
130 TURNER STREET
BUILDING 3, SUITE 600
WALTHAM
MA 02453
130 TURNER STREET
BUILDING 3, SUITE 600
WALTHAM
MA 02453
Office hours
Monday - Friday, 8:30 A.M.-5:30 P.M.
Phone
781-283-8500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Russell IV, John, J. | Head of Finance | 01/2022 | < 5% |
Mccarthy, Joshua, Liam | Chief Compliance Officer/general Counsel | 01/2022 | < 5% |
Moss, Stanley, Charles | Chief Executive Officer | 01/2022 | < 5% |
Polen Capital Management, LLC | Member | 01/2022 | > 75% |
Polen Capital Holdings, LP | Member | 01/2020 | 50-75% |
Polen Capital Holdings GP, LLC | General Partner | 01/2020 | |
Stan C. Moss Revocable Trust | Member | 01/2020 | 50-75% |
Davidowitz, Daniel, Adam | Member | 01/2020 | 50-75% |
Davidowitz, Daniel, Adam | Limited Partner | 01/2020 | 25-50% |
Stan C. Moss Revocable Trust | Limited Partner | 01/2020 | 25-50% |
Moss, Stanley, Charles | Trustee | 10/2015 | |
Ficklin, Damon, Anson | Manager | 01/2021 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
DDJ Capital Management LLC | $8.00 bn | |
DDJ Capital Management Group Trust - High Yield Investment Fund | $338.24 mm | Other Private Fund |
DDJ Strategic Income Plus Fund, L.P. | $46.04 mm | Hedge Fund |
Latest filings (excl ownership)
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Aug 23 | DDJ Capital Management | Institutional Class Common Shares | Grant | Acquire A | No | No | 10 | 181,375.6 | 1.81 mm | 191,375.6 |
28 Aug 23 | DDJ Capital Management | Institutional Class Common Shares | Grant | Acquire A | No | No | 10 | 180,599.4 | 1.81 mm | 190,599.4 |