ADAGE CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$70.4B
Discretionary
$70.4B
100% of AUM
Avg account
$70.4B
Accounts
1
Employees
62
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
160679
Registered since
February 17, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Adage Capital Management, L.P. is a limited partnership organized and operating as a hedge fund manager that is SEC-registered (since 2012) and serves institutional clients. The firm functions as an advisor and manager of pooled investment vehicles and is also active as a sponsor/GP and as a CPO/CTA. Its fee arrangement combines a percentage-of-assets component with performance-based fees. Adage identifies as an active ESG investor and manages its strategies through pooled structures rather than separate-account retail relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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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

Owners & executives

2 of 2
  • DANIEL LEHAN

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 2538329

  • JAMES BARDINELLI

    Chief Financial OfficerCRD 2784095

Contacts

3 of 4
  • MICHAEL GREALISH

    Equity AnalystCRD 2954453

  • ROBERT ATCHINSON

    Managing MemberCRD 4402541

  • PHILLIP GROSS

    Managing DirectorCRD 4402535

Unlock 1 more contacts

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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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
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth