COATUE MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$92.7B
Discretionary
$92.7B
100% of AUM
Avg account
$730M
Accounts
127
Employees
199
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
157910
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.61%
  • Investment Companies4.32%
  • Corporations / Businesses0.07%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Coatue Management, L.L.C. is a multi-strategy investment manager operating across hedge fund, private equity and venture capital strategies. The firm is organized as an LLC and has been SEC-registered since 2012. Its client base is primarily institutional, and its compensation mixes percentage-of-AUM fees with performance-based fees. Coatue serves as portfolio manager for investment companies, pooled investment vehicles and other institutions, and it also acts in roles such as commodity pool operator/commodity trading advisor (CPO/CTA) and sponsor or general partner of pooled vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • THOMAS LAFFONT

    Co-Founder and CIOCRD 6028595

  • JOANNA ALBRIGHT

    Co-Chief Operating OfficerCRD 5703027

  • ERIC SACKS

    Managing Director, Chief Operating OfficerCRD 4939698

Contacts

3 of 6
  • EVAN ROSENBERG

    Deputy General CounselCRD 8208392

  • JAIMIN RANGWALLA

    Senior Managing DirectorCRD 4833549

  • Peter Wallace

    PresidentCRD 7894554

Unlock 3 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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ETF holdings

1 of 1

Active vs passive

$2.6M in ETFs

Passive

100%

$2.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$2.6M67,226100.00%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth