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 organized as an LLC and operates as a hedge fund manager serving institutional clients. The firm is SEC-registered and conducts portfolio management for pooled investment vehicles, with business lines that include CPO/CTA activity. Its fee arrangements combine a percentage-of-assets component with performance-based fees and other fee types typical for hedge fund structures. Citadel Advisors does not identify as an active ESG investor and is not positioned as a pension consultant or capital allocator. Operationally the firm maintains affiliations in the dealer and futures space — filings list broker-dealer and futures commission merchant links — which aligns with its listed commodity and derivatives activity. The ownership is characterized as domestic (entity and individual), and the adviser is not classified as multi-state or a related adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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
  • Nicholas Sahadi

    Chief Compliance OfficerCRD 4044856

  • Kenneth Griffin

    Kenneth Griffin

    Founder and CEOCRD 1985894

  • Gerald Beeson

    Gerald Beeson

    Chief Operating OfficerCRD 2349125

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 3,967

Active vs passive

$42.4B in ETFs

Passive

92%

$38.9B

Active

6%

$3.6B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$13.2B17,676,48931.20%

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