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| Managed Account Advisors LLC
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|---|---|
| CRD # | 142558 |
| SEC # | 801-67569 |
| CIK # | 0001418660 |
| AUM | 994.99 B (2026-06-26) |
| Employees | 61 (41% Investors, 0% Brokers) |
| Phone | 201-557-0504 |
| Address | 101 Hudson Street Jersey City, NJ 07302 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Thu, 09 Jul 2026 | Merrill Managed Account Advisors Surpasses $1 Trillion, Celebrates 20 Years of Innovation — PR Newswire |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 33.3 | ||
| Apple Inc | 30.6 | ||
| Microsoft Corp | 26.2 | ||
| Alphabet Inc | 19.8 | ||
| J P Morgan Chase & Co | 19.3 | ||
| Broadcom Inc | 18.2 | ||
| Amazon Com Inc | 17.5 | ||
| Facebook Inc | 12.0 | ||
| Lilly Eli & Co | 10.2 | ||
| Alphabet Inc | 9.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,040,100 | 249.7 |
| (b) Individuals (high net worth individuals) | 373,481 | 649.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12,319 | 17.1 |
| (h) Charitable organizations | 4,927 | 26.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 139 | 0.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15,280 | 51.7 |
| (n) Other | 12 | 0.4 |
| Total | 2,220,463 | 995.0 |
| By Discretionary | ||
| Discretionary | 2,220,463 | 995.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,220,463 | 995.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.0 | |
| United States Persons | 983.9 | |
| Total | 2,220,463 | 995.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001418660] | |
| 13F-NT | [0001418660] | |
| SC 13G | [0001418660] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $111.8B |
| Serves | Institutional, Retail |
| LEI | 549300BNE547XESIQE84 |
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|---|---|---|
|
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SBI Funds Management Limited
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John Hancock Investment Management LLC
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MA | 212.05 B |