Acadian Asset Management

RIASEC RegisteredEst. 1986
Total AUM
$177B
Discretionary
$175B
99% of AUM
Avg account
$498M
Accounts
356
Employees
375
Advisory reps
8

Firm details

Headquarters
Boston, Massachusetts
CRD number
106609
Registered since
October 10, 1986
Website
www.acadian-asset.com
Custodians
STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CITI PRIVATE BANK, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles36.43%
  • State / Municipal Government22.82%
  • Other22.73%
  • Investment Companies6.47%
  • Sovereign Wealth Funds4.21%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acadian Asset Management is organized as a limited liability company and has been SEC-registered since 1986. The firm serves an institutional client base and is classified in the data as a hedge fund and other fund provider. Its advisory footprint includes portfolio management for investment companies, pooled investment vehicles and for businesses or institutions, and it also operates in CPO/CTA capacities and as a sponsor/manager of pooled vehicles. Fee arrangements combine percentage-of-AUM charges with performance-based fees. The firm is identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Derivatives 1%, Public Funds/Mutual Funds 1%, Private Funds 1%, Cash & Cash Equivalents 1%, Other 1%98%
  • Exchange Traded Equities98%
  • Derivatives1%
  • Public Funds/Mutual Funds1%
  • Private Funds1%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • Brendan Bradley

    Brendan Bradley

    Executive Vice President & Chief Investment OfficerCRD 6024108

  • Richard Hart

    Richard Hart

    Chief Legal OfficerCRD 7129130

  • Kelly-Ann Young

    Kelly-Ann Young

    Chief Executive OfficerCRD 7088966

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Contacts

3 of 4

  • Alexandre Voitenok

    Senior Vice President & DirectorCRD 7871142

  • Theodore Noon

    Theodore Noon

    Senior Vice PresidentCRD 4975778

  • Scott Dias

    Scott Dias

    SVP, General CounselCRD 2759180

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 15

Active vs passive

$437M in ETFs

Passive

100%

$437M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EMERGING MARKETS ETF (EEM)BlackRockPassiveDiversified Emerging Mkts$199M3,499,60545.44%
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Location

Primary office

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
260 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth