Clients
Acadian Asset Management serves 350 clients, 148 of them pooled investment vehicles. The average client has about $507 million with the firm.
- Investment companies16 clients6%
- Pooled investment vehicles148 clients36%
- Pension and profit-sharing plans27 clients3%
- Charitable organizations27 clients4%
- State or municipal government entities66 clients23%
- OtherSovereign wealth funds and foreign official institutions, Other, Corporations and other businesses27%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 16 | $11,481,777,429 | 6.5% | $717.6M |
| Pooled investment vehicles | 148 | $64,646,987,174 | 36.4% | $436.8M |
| Pension and profit-sharing plans | 27 | $5,671,656,940 | 3.2% | $210.1M |
| Charitable organizations | 27 | $7,242,072,457 | 4.1% | $268.2M |
| State or municipal government entities | 66 | $40,499,138,604 | 22.8% | $613.6M |
| Sovereign wealth funds and foreign official institutions | 5 | $7,480,077,359 | 4.2% | $1.50B |
| Corporations and other businesses | 2 | $110,916,195 | 0.1% | $55.5M |
| Other | 59 | $40,331,632,151 | 22.7% | $683.6M |
| Total | 350 | $177,464,258,309 | 100% | $507.0M |
- Clients
- 16
- Regulatory AUM
- $11,481,777,429
- Share
- 6.5%
- Avg. per client
- $717.6M
- Clients
- 148
- Regulatory AUM
- $64,646,987,174
- Share
- 36.4%
- Avg. per client
- $436.8M
- Clients
- 27
- Regulatory AUM
- $5,671,656,940
- Share
- 3.2%
- Avg. per client
- $210.1M
- Clients
- 27
- Regulatory AUM
- $7,242,072,457
- Share
- 4.1%
- Avg. per client
- $268.2M
- Clients
- 66
- Regulatory AUM
- $40,499,138,604
- Share
- 22.8%
- Avg. per client
- $613.6M
- Clients
- 5
- Regulatory AUM
- $7,480,077,359
- Share
- 4.2%
- Avg. per client
- $1.50B
- Clients
- 2
- Regulatory AUM
- $110,916,195
- Share
- 0.1%
- Avg. per client
- $55.5M
- Clients
- 59
- Regulatory AUM
- $40,331,632,151
- Share
- 22.7%
- Avg. per client
- $683.6M
Total
- Clients
- 350
- Regulatory AUM
- $177,464,258,309
- Share
- 100%
- Avg. per client
- $507.0M
What it does
Acadian Asset Management provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities. It is paid through a percentage of assets and performance-based fees.
Acadian Asset Management advises 47 private funds.
98.7% of assets ($175.19B across 340 accounts) are managed with discretion; $2.28B across 16 accounts are not. 45% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
The filed percentages total 103%. The values below are shown as filed.
- Exchange-traded equity securities
- 98%
- Derivatives
- 1%
- Securities issued by registered investment companies or business development companies
- 1%
- Securities issued by pooled investment vehicles (other than registered investment companies)
- 1%
- Cash and cash equivalents
- 1%
- Other (Bank Deposits, Certificates of Deposit, Bankers' Acceptances and Similar Bank Instruments)
- 1%
Custodians
Acadian Asset Management’s client accounts are held mainly at State Street, with 16% of managed assets, and Bank of New York Mellon, with 12%. Acadian Asset Management has custody of $24.35B for 41 clients.
- Bank of New York MellonBank of New York Mellon · New York, NY · $20.67B12%
- The Northern TrustThe Northern Trust Company · Chicago, IL · $16.86B9%
- State StreetState Street Corporation · Boston, MA · $29.19B16%
- J.P. MorganJpmorgan Chase · New York, NY · $11.59B7%
- CitibankCitibank · London · $13.64B8%
- All other custodians$85.52B48%
Ownership and leadership
Acadian Affiliate Holdings LLC owns 75% or more of Acadian Asset Management, and Kelly-Ann Young is its CEO.
- Owns 75% or more of Acadian Asset Management LLC
Acadian Affiliate Holdings LLC
Control person · since January 2025
- Owns 75% or more of Acadian Affiliate Holdings LLC
Acadian Inc.
Control person · since January 2025
- Owns 75% or more of Acadian Inc.
Acadian Asset Management Inc
Control person · since January 2025
- Owns 75% or more of Acadian Asset Management LLC
Acadian Kelp LP
Control person · since July 2017
Acadian Kelp GP LLC
General partner of acadian kelp lp · Control person · since December 2007
Leadership
- Kelly-Ann YoungChief Executive Officer, Manager
- Charmaine CataniaSVP, Chief Financial Officer
- Scott DiasSVP, Chief Compliance Officer, General Counsel
- Brendan BradleyCIO, Manager
- Richard HartManager
- Haixuan HuangManager
- Theodore NoonChief Marketing Officer, Manager
- Alexandre VoitenokManager, Deputy Chief Investment Officer
Staff
- 375 employees
- 125 in advisory functions
- 20 broker-dealer reps
- 2 soliciting firms
Reported holdings
Acadian Asset Management’s reported 13F holdings total $84.2M across 1,987 positions, and the ten largest make up 24.9% of it.
- $84.2M
- Reported 13F value
- 1,987
- Positions
- 24.9%
- In the 10 largest
- +19.5%
- Value vs. prior quarter
- Apple Inc.5.5%
- Nvidia Corporation4.6%
- Alphabet Inc. · Cap Stk CL A2.6%
- Amazon Com Inc.2.4%
- Microsoft Corp.2.1%
- Bank Nova Scotia B C1.9%
- Applied Matls Inc.1.7%
- Micron Technology Inc.1.6%
- Canadian Imperial Bank OF CO1.3%
- Meta Platforms Inc. · CL A1.3%
Together, the ten largest are 24.9% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $84.2M is not its $177.46B in regulatory assets and does not represent any individual client's portfolio.
Fees
Acadian Asset Management is paid through a percentage of assets under management and performance-based fees.
Acadian Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Acadian Asset Management has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 260 Franklin Street, BostonHQ
Other business names
Acadian Asset Management has reported 1 other business name to the SEC.
- Acadian Asset Management
Registration details
- Legal name
- Acadian Asset Management LLC
- Headquarters
- 260 Franklin Street, Boston, MA 02110
- Phone
- 617-850-3500
- Website
- www.acadian-asset.com
- SEC file
- 801-28078
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Acadian Asset Management have?
Acadian Asset Management has 350 clients and manages $177.5 billion for them, as of August 2026. They include 148 pooled investment vehicles, 66 state or municipal government entities and 59 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does Acadian Asset Management offer?
Acadian Asset Management provides portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Acadian Asset Management use?
Acadian Asset Management’s separately managed account assets are held at State Street Corporation (Boston, MA), with $29,185,684,437, Bank of New York Mellon (New York, NY), with $20,672,566,498, The Northern Trust Company (Chicago, IL), with $16,858,326,942, Citibank (London), with $13,641,980,448 and Jpmorgan Chase (New York, NY), with $11,589,393,378. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026
How many financial advisors does Acadian Asset Management have?
Acadian Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 375 employees, and 125 perform investment advisory functions. 20 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Acadian Asset Management invest in?
At the end of its last fiscal year, Acadian Asset Management’s separately managed accounts held 98% exchange-traded equities, 1% derivatives, 1% registered funds (mutual funds, ETFs, BDCs), 1% pooled vehicles (private funds and similar), 1% cash and equivalents and 1% bank deposits, certificates of deposit, bankers' acceptances and similar bank instruments. It advises 47 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Acadian Asset Management?
Acadian Asset Management is owned through a chain of holding companies by Acadian Asset Management Inc. Its direct owners are Acadian Affiliate Holdings LLC (75% or more) and Acadian Kelp LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does Acadian Asset Management get paid?
Acadian Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file