Clients
Numeric Investors serves 120 clients, 71 of them pooled investment vehicles. The average client has about $787 million with the firm.
- Pooled investment vehicles71 clients60%
- Pension and profit-sharing plans25 clients29%
- State or municipal government entities9 clients6%
- Sovereign wealth funds and foreign official institutions3%
- OtherInvestment companies, Insurance companies2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 9 | $554,457,921 | 0.6% | $61.6M |
| Pooled investment vehicles | 71 | $56,601,803,501 | 60.0% | $797.2M |
| Pension and profit-sharing plans | 25 | $27,533,960,350 | 29.2% | $1.10B |
| State or municipal government entities | 9 | $5,480,103,111 | 5.8% | $608.9M |
| Insurance companies | 6 | $1,721,703,345 | 1.8% | $287.0M |
| Sovereign wealth funds and foreign official institutions | Not reported | $2,508,930,772 | 2.7% | — |
| Total | 120 | $94,400,959,000 | 100% | $786.7M |
- Clients
- 9
- Regulatory AUM
- $554,457,921
- Share
- 0.6%
- Avg. per client
- $61.6M
- Clients
- 71
- Regulatory AUM
- $56,601,803,501
- Share
- 60.0%
- Avg. per client
- $797.2M
- Clients
- 25
- Regulatory AUM
- $27,533,960,350
- Share
- 29.2%
- Avg. per client
- $1.10B
- Clients
- 9
- Regulatory AUM
- $5,480,103,111
- Share
- 5.8%
- Avg. per client
- $608.9M
- Clients
- 6
- Regulatory AUM
- $1,721,703,345
- Share
- 1.8%
- Avg. per client
- $287.0M
- Clients
- Not reported
- Regulatory AUM
- $2,508,930,772
- Share
- 2.7%
- Avg. per client
- —
Total
- Clients
- 120
- Regulatory AUM
- $94,400,959,000
- Share
- 100%
- Avg. per client
- $786.7M
What it does
Numeric Investors 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, performance-based fees and other arrangements.
Numeric Investors advises 25 private funds.
100.0% of assets ($94.40B across 125 accounts) are managed with discretion. 68% of clients are outside the U.S., and 7 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks88%
- Bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash10%
Custodians
Numeric Investors’ client accounts are held mainly at Citibank, National Association, with 14% of managed assets, and J.P. Morgan, with 3%. Numeric Investors has custody of $10.49B for 23 clients.
- Citibank, National AssociationCitibank, National Association · London · $13.65B14%
- J.P. MorganJpmorgan Chase Bank, N.A. · New York, NY · $2.78B3%
- State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $1.45B2%
- All other custodians$76.52B81%
Ownership and leadership
Man Investments Holdings Inc. owns 75% or more of Numeric Investors.
- Owns 75% or more of Numeric Investors LLC
Man Investments Holdings Inc.
Control person · since June 2023
- Owns 75% or more of Man Investments Holdings Inc.
Man Investments USA Holdings Inc.
Control person · since August 2006
- Owns 75% or more of Man Investments USA Holdings Inc.
Man Worldwide Operations Management Limited
Control person · since October 2024
- Owns 75% or more of Man Worldwide Operations Management Limited
Man Group Treasury Limited
Control person · since May 2019
- Owns 75% or more of Man Group Treasury Limited
Man Group PLC
Control person · since May 2019
Leadership
- Gregory BondPresident
- Heidi RoderickVice President & Chief Operating Officer
- Daniel TaylorVice President & Chief Investment Officer
- Nadine Le GallChief Compliance Officer
- Chen YangSecretary
Staff
- 54 employees
- 45 in advisory functions
- 2 broker-dealer reps
- 2 soliciting firms
Fees
Numeric Investors is paid through a percentage of assets under management, performance-based fees and other.
Numeric Investors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Numeric Investors has 4 offices (3 private residences, listed without an address), with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 200 Pier 4 Boulevard, 5th Floor, BostonHQ
New York · 1 listed address
- 1345 Avenue of the Americas, New York
Other business names
Numeric Investors has reported 2 other business names to the SEC.
- Man Group
- Man Numeric
Registration details
- Legal name
- Numeric Investors LLC
- Headquarters
- 200 Pier 4 Boulevard, 5th Floor, Boston, MA 02210
- Phone
- 617-897-7800
- Website
- Not reported
- SEC file
- 801-63276
- 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 Numeric Investors have?
Numeric Investors has 120 clients and manages $94.4 billion for them, as of August 2026. They include 71 pooled investment vehicles, 25 pension and profit-sharing plans and 9 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Numeric Investors offer?
Numeric Investors 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 Numeric Investors use?
Numeric Investors’ separately managed account assets are held at Citibank, National Association (London), with $13,650,714,162, Jpmorgan Chase Bank, N.A. (New York, NY), with $2,776,448,397 and State Street Bank and Trust Company (Boston, MA), with $1,451,069,498. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Numeric Investors have?
Numeric Investors has 0 investment adviser representatives registered with state securities authorities, out of 54 employees, and 45 perform investment advisory functions. 2 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 Numeric Investors invest in?
At the end of its last fiscal year, Numeric Investors’ separately managed accounts held 88% exchange-traded equities, 10% cash and equivalents, 1% U.S. government and agency bonds and 1% high-yield corporate bonds. It advises 25 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 Numeric Investors?
Numeric Investors is owned through a chain of holding companies by Man Group PLC. Its direct owner is Man Investments Holdings Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Numeric Investors get paid?
Numeric Investors is paid through a percentage of assets under management, performance-based fees and other arrangements. 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