Citadel Advisors LLC

RIASEC RegisteredEst. 2010
Total AUM
$571B
Discretionary
$571B
100% of AUM
Avg account
$15.4B
Accounts
37
Employees
3,284
Advisory reps
5

Firm details

Headquarters
Miami, Florida
CRD number
148826
Registered since
January 5, 2010
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Citadel Advisors LLC is structured as a hedge-fund manager that provides portfolio management for pooled investment vehicles and primarily serves institutional clients. The firm operates under a CPO/CTA framework and charges a combination of asset-based and performance-linked fees. It is SEC-registered (since 2010) and is not identified as a capital allocator or an active ESG investor. The firm maintains relationships with broker‑dealers and futures commission merchants, reflecting its involvement in both securities and futures markets.

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

3 of 5
  • Shawn Fagan

    Shawn Fagan

    Chief Legal Officer and Managing DirectorCRD 4925973

  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Kenneth Griffin

    Kenneth Griffin

    Founder and CEOCRD 1985894

Unlock 2 more executives

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 2,197

Active vs passive

$12.4B in ETFs

Passive

84%

$10.4B

Active

10%

$2B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$2.7B4,060,75021.38%

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
830 Brickell Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth