AQR CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1998
Total AUM
$312B
Discretionary
$312B
100% of AUM
Avg account
$431M
Accounts
723
Employees
728
Advisory reps
8

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
111883
Registered since
May 13, 1998
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles49.61%
  • Other Investment Advisers25.31%
  • Investment Companies10.35%
  • State / Municipal Government4.45%
  • Sovereign Wealth Funds4.27%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AQR Capital Management, LLC is a multi-product investment manager that combines quantitative strategies with pooled and separately managed vehicles for both individual/family and institutional clients. The firm operates as a registered adviser and also carries business roles as a commodity pool operator/commodity trading advisor (CPO/CTA), sponsor/GP and broker-dealer affiliate. Fee arrangements include asset-based fees and performance-linked compensation alongside other fee structures. AQR states a focus on equity-oriented strategies and systematic exposures, and it identifies itself as an active ESG investor. Its advisory scope covers portfolio management for individuals and small businesses, investment companies, pooled vehicles, and institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 82%, Public Funds/Mutual Funds 7%, Derivatives 6%, Cash & Cash Equivalents 5%82%
  • Exchange Traded Equities82%
  • Public Funds/Mutual Funds7%
  • Derivatives6%
  • Cash & Cash Equivalents5%

Contacts

3 of 8
  • BRADLEY ASNESS

    PrincipalCRD 2930173

  • PATRICK RYAN

    PrincipalCRD 2822527

  • JOHN HOWARD

    PrincipalCRD 3132622

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 745

Active vs passive

$7.2B in ETFs

Passive

88%

$6.3B

Active

9%

$871M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$596M916,4008.28%

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
1 Greenwich Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth