Strategic Advisers LLC

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Strategic Advisers LLC
CRD #104555
SEC #801-13243
CIK #1026420, 215826
AUM $344.1 BB (95% Disc, 100% US)
Employees164 (73% Investors, 3% Brokers)
Phone617-563-7000
Address245 Summer Street, V10G
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
4303442581728602000200620132020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Abel Advisors LLC 434.8
Other Anura LLC 32.8
Other Crosby Growth and Income Fund LLC 50.6
Other Crosby Institutional Investment Fund LLC 43.0
Other LEBA Capital Limited 119.0
Other Pandanus Partners LP 2,554.0
Other SAG LP Holdings LLC 6.1
View All
Related Firms State AUM ($BB)
FMR Co Inc
MA 918.9
Fidelity Investments Money Management Inc
MA 868.5
Strategic Advisers LLC
MA 344.1
Fidelity Management & Research Company
MA 339.0
Fidelity Personal and Workplace Advisors LLC
MA 338.0
FIAM LLC
RI 84.6
FMR Investment Management UK Limited
20.3
Fidelity Management & Research Hong Kong Limited
15.3
Fidelity Management & Research Japan Limited
4.0
Ballyrock Investment Advisors LLC
MA 0.8
Fidelity Selectco LLC
CO 0.0
Fidelity Institutional Wealth Adviser LLC
MA 0.0
Comparable Firms State AUM ($BB)
Wells Fargo Clearing Services LLC
MO 433.2
Managed Account Advisors LLC
NJ 342.4
Edward D Jones & Co LP
MO 329.0
Dodge & Cox
CA 285.9
CDC IXIS Asset Management
246.7
Scottish Widows Investment Partnership Ltd
242.0
Lord Abbett & Co LLC
NJ 208.4
John Hancock Advisers LLC
MA 183.4
Merrill Lynch Investment Managers LP
NJ 178.8
Nuveen Asset Management LLC
IL 176.3
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