Strategic Advisers is a fund manager in Boston with $659.55 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Strategic Advisers Inc
SEC CIK
IRS number
42654524
SEC advisor number
801-13243
FINRA CRD number
104555
AUM ?
$659.55 bn
(as of 10 May 23)
Accounts
1,712,300
(as of 10 May 23)
Employees
219
(146 investment advisory or research)
Address
Strategic Advisers
245 SUMMER ST
BOSTON
MA 02210
245 SUMMER ST
BOSTON
MA 02210
Office hours
Monday - Friday, 9AM - 5PM EST
Phone
6175637840
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Johnson IV, Edward, Crosby | Elected Manager | 04/2006 | |
Johnson, Abigail, Pierrepont | Elected Manager | 05/1994 | |
Remondi, John, Joseph | Elected Manager | 04/2006 | |
Wilens, Michael, Engber | Elected Manager | 10/2014 | |
Mcgraw, Gerard, John | Elected Manager | 10/2014 | |
Gryglewicz, James, David | Compliance Officer | 09/2015 | < 5% |
Enyeart, Peter, Brian | President, Director | 07/2013 | < 5% |
Fidelity Advisory Holdings LLC | Member | 03/2018 | > 75% |
Coyne, David, Butler | Elected Manager | 03/2018 | < 5% |
FMR LLC | Member | 03/2018 | > 75% |
Rimmer, Christopher, John | Head of Asset Management Finance, Treasurer | 09/2018 | < 5% |
Caron, Stephanie, Anne | Chief Operating Officer | 02/2019 | < 5% |
Stone, John, Andrew | Chief Investment Officer | 01/2022 | < 5% |
Brown, Stephanie, Jean | Chief Compliance Officer | 01/2023 | < 5% |
Compson, Richard, Gray | Director | 02/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Strategic Advisers LLC | $659.55 bn | |
Strategic Advisers Alternatives Fund Cayman LTD. | $11.29 mm | Hedge Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
13 Aug 24
13F-NT
Notice of holdings reported by another manager
13 May 24
13F-NT
Notice of holdings reported by another manager
13 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
11 Aug 23
13F-NT
Notice of holdings reported by another manager
11 May 23
13F-NT
Notice of holdings reported by another manager
13 Feb 23
13F-NT
Notice of holdings reported by another manager
10 Nov 22
13F-NT
Notice of holdings reported by another manager
12 Aug 22
13F-NT
Notice of holdings reported by another manager
13 May 22