Acadian Asset Management
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 106609
- Registered since
- October 10, 1986
- Website
- www.acadian-asset.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles36.43%
- State / Municipal Government22.82%
- Other22.73%
- Investment Companies6.47%
- Sovereign Wealth Funds4.21%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Acadian Asset Management is a Delaware-style LLC operating primarily as an institutional investment manager and alternative fund sponsor. The firm combines quantitative equity strategies with a broader role as a hedge fund and alternative asset provider; it is also registered as a commodity pool operator/commodity trading advisor (CPO/CTA). Client relationships are predominantly institutional, and fee arrangements typically include both AUM-based fees and performance-linked fees. Acadian reports being an active ESG investor and offers managed portfolios for investment companies, pooled vehicles, and institutional or business clients. The firm has operated as an SEC-registered adviser since 1986.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Derivatives1%
- Public Funds/Mutual Funds1%
- Private Funds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
Brendan Bradley
Executive Vice President & Chief Investment OfficerCRD 6024108
Kelly-Ann Young
Chief Executive OfficerCRD 7088966
Charmaine Catania
Senior Vice President & Chief Financial OfficerCRD 7245184
Contacts
3 of 4
Scott Dias
SVP, General CounselCRD 2759180
Theodore Noon
Senior Vice PresidentCRD 4975778
Haixuan Huang
ManagerCRD 7720380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$512M in ETFs
100%
$512M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $250M | 3,647,515 | 48.75% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 260 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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