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 a hedge-fund–style investment manager organized as an LLC and SEC-registered since 2004. The firm serves primarily institutional clients and operates as both an adviser to pooled vehicles and a manager for investment companies and other institutions. Its business footprint includes roles typical of alternative managers — acting as a sponsor/GP and as a CPO/CTA — and it charges a mix of percentage-of-AUM and performance-based fees (plus other fee arrangements). The firm identifies as an active ESG investor, and ownership is reported as a domestic entity/individual structure.
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 3
Daniel Taylor
Chief Investment OfficerCRD 6631002

Gregory Bond
Chief Executive OfficerCRD 2530938

Heidi Roderick
Chief Operating OfficerCRD 7329170
Contacts
2 of 2
Nadine Le Gall
Head of ComplianceCRD 4358239
Chen Yang
SecretaryCRD 8022068
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
Similar firms
Bain Capital Private Equity, LP
RIABoston, MA
Wellington Alternative Investments
RIABoston, MA
Eaton Vance Management
RIABoston, MA
Advent International, L.P.
RIABoston, MA
Bracebridge Capital, LLC
RIABoston, MA
Natixis Advisors, LLC
RIABoston, MA