AQR Capital Management, LLC

RIASEC RegisteredEst. 1998
Total AUM
$312B
Discretionary
$312B
100% of AUM
Avg account
$431M
Accounts
723
Employees
728
Advisory reps
8

Firm details

Headquarters
Greenwich, Connecticut
CRD number
111883
Registered since
May 13, 1998
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles49.61%
  • Other Investment Advisers25.31%
  • Investment Companies10.35%
  • State / Municipal Government4.45%
  • Sovereign Wealth Funds4.27%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AQR Capital Management, LLC is a hedge-fund–structured investment manager organized as a limited liability company and first registered with the SEC in 1998. Its client mix spans high-net-worth individuals and families as well as institutional investors. The firm provides portfolio management across individual and pooled vehicles, including management for investment companies and institutional entities, and it operates in roles such as sponsor and general partner for pooled investment vehicles. AQR also functions as a CPO/CTA and maintains broker‑dealer and other adviser affiliations. The firm charges traditional asset‑based fees and performance fees and identifies itself as an active ESG investor. It is not a multi‑state or newly formed adviser, does not position itself as a capital allocator or pension consultant, and reports a combination of percentage‑of‑AUM and incentive fee structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 82%, Public Funds/Mutual Funds 7%, Derivatives 6%, Cash & Cash Equivalents 5%82%
  • Exchange Traded Equities82%
  • Public Funds/Mutual Funds7%
  • Derivatives6%
  • Cash & Cash Equivalents5%

Contacts

3 of 8
  • Clifford Asness

    Clifford Asness

    Managing and Founding PrincipalCRD 1700275

  • David Kabiller

    David Kabiller

    Founding PrincipalCRD 1736385

  • John Liew

    John Liew

    Founding PrincipalCRD 2681540

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 851

Active vs passive

$9.6B in ETFs

Passive

88%

$8.5B

Active

9%

$1.1B

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$855M1,144,7458.88%

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
1 Greenwich Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth