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| Strategic Advisers LLC
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|---|---|
| CRD # | 104555 |
| SEC # | 801-13243 |
| CIK # | 0001026420, 0000215826 |
| AUM | 1,370.13 B (2026-03-30) |
| Employees | 17,112 (100% Investors, 98% Brokers) |
| Phone | 617-563-7000 |
| Address | 155 Seaport Blvd Boston, MA 02210-2698 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($T) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| View All | |||
| Holdings by Sector ($T) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Strategic Advisers Alternatives Fund Cayman Ltd | 2023-03-28 | 11.3 M | |
| Other | Abel Advisors LLC | 2013-03-27 | 434.8 M | |
| Other | Anura LLC | 2013-03-27 | 32.8 M | |
| Other | LEBA Capital Limited | 2013-03-27 | 119.0 M | |
| Other | Pandanus Partners LP | 2013-03-27 | 2,554.0 M | |
| Other | Sag LP Holdings LLC | 2013-03-27 | 6.1 M | |
| Other | Crosby Growth and Income Fund LLC | 2012-03-29 | 50.6 M | |
| Other | Crosby Institutional Investment Fund LLC | 2012-03-29 | 43.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,654,834 | 164.6 |
| (b) Individuals (high net worth individuals) | 736,141 | 396.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 15 | 589.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10,164 | 161.5 |
| (h) Charitable organizations | 12 | 49.8 |
| (i) State or municipal government entities | 92 | 7.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 505 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,973,512 | 1,370.1 |
| By Discretionary | ||
| Discretionary | 2,973,485 | 1,321.1 |
| Non-Discretionary | 27 | 49.1 |
| Total | 2,973,512 | 1,370.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,370.1 | |
| Total | 2,973,512 | 1,370.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001026420] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $261.7B |
| Clients | 17,518 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| LEI | 5493007OHNIWYDN8JF76 |
| Related Firms | State | AUM |
|---|---|---|
|
Fidelity Management & Research Company LLC
✚
|
MA | 5,685.04 B |
|
Strategic Advisers LLC
✚
|
MA | 1,370.13 B |
|
FIAM LLC
✚
|
RI | 347.73 B |
|
Fidelity Management & Research Hong Kong Limited
✚
|
32.55 B | |
|
FMR Investment Management UK Limited
✚
|
25.82 B | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 10.99 B |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 9,384.1 M |
|
Fidelity Management & Research Japan Limited
✚
|
2,361.3 M | |
|
Fidelity Personal and Workplace Advisors LLC
✚
|
MA | |
|
Fidelity SelectCo LLC
✚
|
CO | |
|
FMR Co Inc
✚
|
MA | |
|
Fidelity Investments Money Management Inc
✚
|
MA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Robert W Baird & Co Incorporated
✚
|
WI | 394.07 B |
|
First Trust Advisors LP
✚
|
IL | 309.24 B |
|
Federated Investment Counseling
✚
|
PA | 207.21 B |
|
Onedigital Investment Advisors LLC
✚
|
KS | 155.41 B |
|
Candriam Societe EN Commandite Par Actions
✚
|
154.66 B | |
|
Brown Brothers Harriman Credit Partners LLC
✚
|
NY | 57.43 B |
|
Segal Advisors Inc
✚
|
NY | 50.15 B |
|
DA Davidson & Co
✚
|
MT | 41.84 B |
|
Shenkman Capital Management Inc
✚
|
NY | 35.08 B |
|
Davenport & Company LLC
✚
|
VA | 24.70 B |