Acadian Asset Management

RIASEC Registered
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 that operates as an institutional-focused investment manager and fund sponsor. The firm is registered with the SEC (initial registration year 1986) and combines portfolio management for investment companies, pooled vehicles and institutional clients with commodity pool operator/commodity trading advisor activities. Its business mix includes hedge fund management and other fund provision, and it acts as sponsor/GP or managing member of pooled investment vehicles. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm reports an active approach to environmental, social and governance considerations, describing itself as an active ESG investor. Client relationships are predominantly institutional, and Acadian deploys strategies across liquid equities and pooled/private funds as well as commodity- and energy-related alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$401M in ETFs

Passive

100%

$401M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS ETF (EEM)BlackRockPassiveDiversified Emerging Mkts$230M3,440,11357.34%

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