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Arrowstreet Capital, Limited Partnership

SEC-registered adviser since 1999Boston, MACRD 111298

162
Clients
102
Advisory staff

From Form ADV filed 22 April 2026 · data retrieved 15 October 2026SEC record

Arrowstreet Capital, Limited Partnership is an investment adviser headquartered in Boston, Massachusetts, and registered with the SEC since 1999. Its clients include pooled investment vehicles, state or municipal government entities, and pension and profit-sharing plans.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management and performance-based fees. Arrowstreet Capital Holding LLC owns 75% or more of Arrowstreet Capital, Limited Partnership, and Brandon Hall is its CEO.

Clients

Arrowstreet Capital, Limited Partnership serves 162 clients, 90 of them pooled investment vehicles. The average client has about $2.17 billion with the firm.

Regulatory assets by client type
  • Investment companies5 clients2%
  • Pooled investment vehicles90 clients68%
  • Pension and profit-sharing plans27 clients8%
  • State or municipal government entities28 clients17%
  • Sovereign wealth funds and foreign official institutions3 clients2%
  • OtherCharitable organizations, Insurance companies, Other2%
Show client breakdown
Investment companies
Clients
5
Regulatory AUM
$7,528,516,550
Share
2.1%
Avg. per client
$1.51B
Pooled investment vehicles
Clients
90
Regulatory AUM
$238,889,948,687
Share
68.0%
Avg. per client
$2.65B
Pension and profit-sharing plans
Clients
27
Regulatory AUM
$27,875,944,789
Share
7.9%
Avg. per client
$1.03B
Charitable organizations
Clients
2
Regulatory AUM
$927,725,675
Share
0.3%
Avg. per client
$463.9M
State or municipal government entities
Clients
28
Regulatory AUM
$59,590,510,104
Share
17.0%
Avg. per client
$2.13B
Insurance companies
Clients
4
Regulatory AUM
$2,228,786,889
Share
0.6%
Avg. per client
$557.2M
Sovereign wealth funds and foreign official institutions
Clients
3
Regulatory AUM
$8,706,478,103
Share
2.5%
Avg. per client
$2.90B
Other
Clients
3
Regulatory AUM
$5,575,038,241
Share
1.6%
Avg. per client
$1.86B

Total

Clients
162
Regulatory AUM
$351,322,949,038
Share
100%
Avg. per client
$2.17B

What it does

Arrowstreet Capital, Limited Partnership provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.

Arrowstreet Capital, Limited Partnership provided financial planning to 0 clients last fiscal year and advises 39 private funds.

100.0% of assets ($351.32B across 162 accounts) are managed with discretion. 43% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Stocks95%
  • Cash3%
  • Other2%
    • Derivatives2%

Custodians

Arrowstreet Capital, Limited Partnership’s client accounts are held mainly at State Street Bank and Trust, with 14% of managed assets, and The Northern Trust, with 7%. Arrowstreet Capital, Limited Partnership has custody of $81.90B for 23 clients.

Managed account assets by custodian
  • State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $49.46B14%
  • The Bank of New York MellonThe Bank of New York Mellon · New York, NY · $12.89B4%
  • The Northern TrustThe Northern Trust Company · Chicago, IL · $25.73B7%
  • J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $12.00B3%
  • All other custodians$251.24B72%

Ownership and leadership

Arrowstreet Capital Holding LLC owns 75% or more of Arrowstreet Capital, Limited Partnership, and Brandon Hall is its CEO.

Who owns the firm
Arrowstreet Capital, Limited Partnership· the adviser
  • Arrowstreet Capital Holding LLC

    Control person · since May 2007

    Owns 75% or more of Arrowstreet Capital, Limited Partnership

Leadership

  • Brandon Hall
    Chief Executive Officer
  • Nirali Maniar Gandhi
    Chief Financial Officer
  • Kimberly Kelley
    Chief Compliance Officer
  • Eric Burnett
    General Counsel
  • Derek Vance
    Chief Investment Officer

Staff

  • 519 employees
  • 102 in advisory functions

Reported holdings

Arrowstreet Capital, Limited Partnership’s reported 13F holdings total $225.37B across 1,887 positions, and the ten largest make up 27.7% of it.

$225.37B
Reported 13F value
1,887
Positions
27.7%
In the 10 largest
+22.0%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. Microsoft Corp.4.6%
  2. Amazon Com Inc.4.3%
  3. Apple Inc.3.8%
  4. Nvidia Corporation3.1%
  5. Alphabet Inc. · Cap Stk CL A2.4%
  6. Lam Research Corp.2.4%
  7. Alphabet Inc. · Cap Stk CL C2.2%
  8. Sandisk Corp.2.2%
  9. Broadcom Inc.1.4%
  10. ASML Hldg NV · N Y Registry Shs1.3%

Together, the ten largest are 27.7% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 13 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $225.37B is not its $351.32B in regulatory assets and does not represent any individual client's portfolio.

Fees

Arrowstreet Capital, Limited Partnership is paid through a percentage of assets under management and performance-based fees.

Arrowstreet Capital, Limited Partnership’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Arrowstreet Capital, Limited Partnership has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Massachusetts · 1 listed address

  • 200 Clarendon Street, 30th Floor, BostonHQ

Registration details

Legal name
Arrowstreet Capital, Limited Partnership
Headquarters
200 Clarendon Street, 30th Floor, Boston, MA 02116
SEC file
801-56633
Structure
Massachusetts limited partnership
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 Arrowstreet Capital, Limited Partnership have?

Arrowstreet Capital, Limited Partnership has 162 clients and manages $351.3 billion for them, as of April 2026. They include 90 pooled investment vehicles, 28 state or municipal government entities and 27 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 April 2026

What services does Arrowstreet Capital, Limited Partnership offer?

Arrowstreet Capital, Limited Partnership provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Arrowstreet Capital, Limited Partnership use?

Arrowstreet Capital, Limited Partnership’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $49,459,158,752, The Northern Trust Company (Chicago, IL), with $25,731,331,296, The Bank of New York Mellon (New York, NY), with $12,889,555,176 and J.P. Morgan Securities LLC (New York, NY), with $12,004,613,092. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 April 2026

How many financial advisors does Arrowstreet Capital, Limited Partnership have?

Arrowstreet Capital, Limited Partnership has 0 investment adviser representatives registered with state securities authorities, out of 519 employees, and 102 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Arrowstreet Capital, Limited Partnership invest in?

At the end of its last fiscal year, Arrowstreet Capital, Limited Partnership’s separately managed accounts held 95% exchange-traded equities, 3% cash and equivalents and 2% derivatives. It advises 39 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 Arrowstreet Capital, Limited Partnership?

Arrowstreet Capital, Limited Partnership’s direct owner is Arrowstreet Capital Holding LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 22 April 2026

How does Arrowstreet Capital, Limited Partnership get paid?

Arrowstreet Capital, Limited Partnership 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

Sources

  1. Form ADV Part 1A, amendment filed 22 April 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 111298.
  3. Form 13F-HR, filed 13 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Arrowstreet Capital, Limited Partnership and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.