CITADEL ADVISORS LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 148826
- Registered since
- January 5, 2010
- Website
- www.citadel.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Citadel Advisors LLC is an SEC-registered hedge fund manager organized as an LLC that primarily runs pooled investment vehicles for institutional clients. The firm operates with typical hedge-fund economics — charging a percentage of assets under management alongside performance-based fees — and its regulatory activity includes roles as a commodity pool operator/commodity trading advisor. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Citadel Advisors focuses on portfolio management for pooled vehicles and maintains affiliations in the broker-dealer and futures commission merchant space, reflecting its engagement across both securities and futures markets. The adviser was registered with the SEC in 2010 and targets institutional clients rather than retail households.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5SHAWN FAGAN
Chief Legal Officer and Managing DirectorCRD 4925973
Nicholas Sahadi
Chief Compliance OfficerCRD 4044856
KENNETH GRIFFIN
Founder and CEOCRD 1985894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,197Active vs passive
$12.4B in ETFs
84%
$10.4B
10%
$2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $2.7B | 4,060,750 | 21.38% |
Location
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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