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–classified investment adviser founded in 1998 that serves both individual/family clients and institutional investors. The firm operates as an LLC and combines traditional advisory roles—portfolio management for individuals, pooled vehicles, investment companies and institutions—with commodity pool operator/commodity trading adviser (CPO/CTA) activity and sponsorship or management roles in pooled investment vehicles. AQR charges a mix of percentage-of-assets and performance-linked fees and reports active engagement with ESG considerations across its investment processes. AQR’s business footprint includes manager-of-managers activity as well as direct portfolio management, and its regulatory footprint indicates it is not a newly formed or multi-state adviser. It lists brokerage-dealer and other investment-adviser affiliations consistent with running both client-facing advisory mandates and sponsor/G.P. responsibilities for private funds.

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
  • Bradley Asness

    Bradley Asness

    PrincipalCRD 2930173

  • Patrick Ryan

    Patrick Ryan

    PrincipalCRD 2822527

  • John Howard

    John Howard

    PrincipalCRD 3132622

Unlock 5 more contacts

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