ACADIAN ASSET MANAGEMENT

RIASEC RegisteredEst. 1986
Total AUM
$177B
Discretionary
$175B
99% of AUM
Avg account
$498M
Accounts
356
Employees
375
Advisory reps
8

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
106609
Registered since
October 10, 1986
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

FINTRX

Overview

Acadian Asset Management is a Boston-based LLC active in institutional portfolio management since the mid-1980s (SEC-registered in 1986). The firm operates across traditional and alternative strategies and is classified as both a hedge fund manager and an other-fund provider. Its client base is primarily institutional, and it manages pooled vehicles, investment companies and accounts for businesses or institutions. Acadian charges a mix of percentage-of-AUM and performance-based fees and also performs CPO/CTA activities. The firm identifies as an active ESG investor and sponsors or serves as general partner/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Derivatives 1%, Public Funds/Mutual Funds 1%, Private Funds 1%, Cash & Cash Equivalents 1%, Other 1%98%
  • 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

  • RICHARD HART

    Chief Legal OfficerCRD 7129130

  • Kelly-Ann Young

    Chief Executive OfficerCRD 7088966

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Contacts

3 of 4
  • Alexandre Voitenok

    Senior Vice President & DirectorCRD 7871142

  • THEODORE NOON

    Senior Vice PresidentCRD 4975778

  • SCOTT DIAS

    SVP, General CounselCRD 2759180

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 15

Active vs passive

$437M in ETFs

Passive

100%

$437M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS ETF (EEM)BlackRockPassiveDiversified Emerging Mkts$199M3,499,60545.44%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth