CITADEL ADVISORS LLC

RIASEC RegisteredEst. 2010
Total AUM
$571B
Discretionary
$571B
100% of AUM
Avg account
$15.4B
Accounts
37
Employees
3,284
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
148826
Registered since
January 5, 2010
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Citadel Advisors LLC is an SEC-registered hedge fund manager organized as an LLC that primarily runs pooled investment vehicles for institutional clients. The firm operates with typical hedge-fund economics — charging a percentage of assets under management alongside performance-based fees — and its regulatory activity includes roles as a commodity pool operator/commodity trading advisor. The firm does not present itself as a capital allocator and is not identified as an active ESG investor. Citadel Advisors focuses on portfolio management for pooled vehicles and maintains affiliations in the broker-dealer and futures commission merchant space, reflecting its engagement across both securities and futures markets. The adviser was registered with the SEC in 2010 and targets institutional clients rather than retail households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • SHAWN FAGAN

    Chief Legal Officer and Managing DirectorCRD 4925973

  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • KENNETH GRIFFIN

    Founder and CEOCRD 1985894

Unlock 2 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 2,197

Active vs passive

$12.4B in ETFs

Passive

84%

$10.4B

Active

10%

$2B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$2.7B4,060,75021.38%

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
830 Brickell Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth