Managed Account Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Managed Account Advisors LLC
CRD #142558
SEC #801-67569
CIK #0001418660
AUM $691.9 BB (2024-08-30)
Employees 61 (39% Investors, 0% Brokers)
Phone201-557-0504
Address101 Hudson Street
Jersey City, NJ 07302
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
70056042028014002007201320192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 32.8
AAPL 2,382.8 29.9
NVDA 399.6 27.8
AMZN 1,093.0 19.1
GOOGL 1,475.1 14.1
AVGO 201.3 11.7
JPM 340.2 10.8
LLY 301.8 10.1
META 434.9 9.8
XOM 385.5 8.0
View All
Holdings by Sector ($BB)
120096072048024002013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 908,633 195.0
(b) Individuals (high net worth individuals) 278,637 423.0
(c) Banking or thrift institutions 2 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 11,407 12.4
(h) Charitable organizations 3,396 15.4
(i) State or municipal government entities 106 0.5
(j) Other investment advisers 0 0.0
(k) Insurance companies 149 0.6
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 13,030 44.9
(n) Other 1 0.0
Total 1,840,565 691.9
By Discretionary
Discretionary 1,840,565 691.9
Non-Discretionary 0 0.0
Total 1,840,565 691.9
By Non-United States Persons
Non-United States Persons 7.5
United States Persons 684.5
Total 1,840,565 691.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001418660]
13F-NT [0001418660]
SC 13G [0001418660]
Form 13D/13G Filer Form 13D/13G Subject Filed
Managed Account Advisors LLC Denny's Corp [2024-02-09]
Managed Account Advisors LLC Blue Owl Capital Inc [2024-02-09]
Managed Account Advisors LLC Principal Financial Group Inc [2023-02-07]
Managed Account Advisors LLC EverQuote Inc [2023-02-07]
Managed Account Advisors LLC Orasure Technologies Inc [2021-02-03]
Managed Account Advisors LLC Packaging Corp of America [2020-02-12]
Managed Account Advisors LLC Snap-On Inc [2020-02-12]
Managed Account Advisors LLC Robert Half International Inc [2020-02-12]
Managed Account Advisors LLC Central Garden & Pet Co [2019-02-01]
Managed Account Advisors LLC Corrections Corp of America [2016-02-02]
Managed Account Advisors LLC Hasbro Inc [2016-02-02]
Managed Account Advisors LLC Newmarket Corp [2016-02-02]
Managed Account Advisors LLC Albemarle Corp [2015-02-06]
Managed Account Advisors LLC Federated Investors Inc /PA/ [2014-02-13]
Comparable Firms State AUM ($BB)
Charles Schwab Investment Management Inc
CA 1,098.8
Edward D Jones & Co LP
MO 692.2
Wells Fargo Clearing Services LLC
MO 558.5
Vanguard Asset Management Limited
403.3
Dodge & Cox
CA 363.0
Vanguard Advisers Inc
PA 333.1
NISA Investment Advisors LLC
MO 306.2
Fisher Asset Management LLC
TX 276.9
Lord Abbett & Co LLC
NJ 200.7
TRowe Price Investment Management Inc
MD 193.1
Terms | Privacy | Guide
tony@aum13f.com