NUMERIC INVESTORS LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 131684
- Registered since
- June 16, 2004
- Website
- www.man.com
- Custodians
- CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC., STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles59.96%
- Pension & Profit Sharing Plans29.17%
- State / Municipal Government5.81%
- Sovereign Wealth Funds2.66%
- Insurance Companies1.82%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Numeric Investors LLC is an SEC-registered investment manager (registered in 2004) organized as a limited liability company that operates as a hedge fund manager focused on institutional clients. The firm provides portfolio management across pooled vehicles, investment companies and institutional accounts and also acts in CPO/CTA capacities. Its fee arrangements include both a percentage-of-AUM component and performance-based fees. Numeric Investors reports being an active ESG investor and maintains affiliations that include broker-dealer relationships and roles as sponsor/GP/managing member of pooled investment vehicles.
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
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 3GREGORY BOND
Chief Executive OfficerCRD 2530938
DANIEL TAYLOR
Chief Investment OfficerCRD 6631002
HEIDI RODERICK
Chief Operating OfficerCRD 7329170
Contacts
2 of 2CHEN YANG
SecretaryCRD 8022068
NADINE LE GALL
Head of ComplianceCRD 4358239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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 Pier 4 Blvd
- Time zone
- ET (UTC-5)
- Office locations
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